Geo Wealth Management, LLC Purchases in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOLD
Barrick Gold Corp

Basic Materials
8.11K
New
$16.56 - $21.01 $134K - $170K
8.11K $161K
MCO
Moodys Corp

Financial Services
50
+ 1.95%
$421.49 - $494.67 $21.1K - $24.7K
2.62K $1.24M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.65K
+ 25.8%
$63.6 - $76.23 $105K - $126K
8.04K $573K
SPOT
Spotify Technology S.A.

Communication Services
430
New
$290.16 - $384.01 $125K - $165K
430 $158K
USRT
Ishares Core U.S. Reit ETF

ETFs
2.55K
New
$53.07 - $62.66 $135K - $160K
2.55K $157K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.13K
+ 55.9%
$44.13 - $47.01 $138K - $147K
8.72K $406K
DVY
Ishares Tr

ETFs
648
+ 13.17%
$119.99 - $135.74 $77.8K - $88K
5.57K $751K
VPN
Global X Fds Data Ctr Reits &

ETFs
9.49K
+ 242.09%
$14.75 - $16.25 $140K - $154K
13.4K $213K
LDOS
Leidos Holdings, Inc.

Technology
945
New
$142.66 - $163.02 $135K - $154K
945 $154K
NEM
Newmont Corp

Basic Materials
1.85K
+ 39.18%
$41.65 - $55.85 $77.2K - $104K
6.59K $352K
GNRC
Generac Holdings Inc.

Industrials
963
New
$133.16 - $159.78 $128K - $154K
963 $153K
IR
Ingersoll Rand Inc.

Industrials
1.57K
New
$86.9 - $100.4 $136K - $157K
1.57K $153K
MKL
Markel Corp

Financial Services
98
New
$1494.55 - $1645.69 $146K - $161K
98 $153K
BGNE
Bei Gene, Ltd.

Healthcare
674
New
$143.93 - $224.51 $97K - $151K
674 $151K
FTA
First Tr Large Cap Value

ETFs
1.01K
+ 7.86%
$72.76 - $79.13 $73.1K - $79.5K
13.8K $1.09M
FTHI
First Trust Exchange Traded Fd

ETFs
6.45K
New
$21.47 - $23.16 $138K - $149K
6.45K $148K
CBRE
Cbre Group, Inc.

Real Estate
547
+ 24.55%
$85.97 - $124.48 $47K - $68.1K
2.78K $345K
BHP
Bhp Group LTD

Basic Materials
2.34K
New
$51.32 - $62.11 $120K - $145K
2.34K $145K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
8.36K
New
$14.08 - $17.36 $118K - $145K
8.36K $144K
CEG
Constellation Energy Corp

Utilities
3
+ 0.13%
$167.08 - $262.86 $501 - $789
2.39K $621K
CUBE
Cube Smart

Real Estate
2.65K
New
$43.74 - $54.55 $116K - $144K
2.65K $142K
JHG
Janus Henderson Group PLC

Financial Services
3.74K
New
$33.55 - $38.68 $126K - $145K
3.74K $142K
ATO
Atmos Energy Corp

Utilities
1.02K
New
$114.08 - $138.75 $116K - $142K
1.02K $141K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.79K
+ 106.05%
$25.21 - $28.46 $121K - $136K
9.3K $261K
PODD
Insulet Corp

Healthcare
609
New
$180.69 - $239.01 $110K - $146K
609 $141K
ALL
Allstate Corp

Financial Services
743
New
$158.43 - $192.86 $118K - $143K
743 $140K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.61K
+ 21.09%
$58.75 - $64.07 $94.8K - $103K
9.26K $593K
TDIV
First Trust Nasdaq Technology

ETFs
1.01K
+ 8.11%
$70.51 - $81.07 $71.2K - $81.9K
13.5K $1.08M
HSBC
Hsbc Holdings PLC

Financial Services
3.07K
New
$40.42 - $45.91 $124K - $141K
3.07K $138K
DISV
Dimensional ETF Tr Dimensional

ETFs
3.36K
+ 18.29%
$26.06 - $29.18 $87.6K - $98.1K
21.7K $631K
ENFR
Alerian Energy Infrastructure

ETFs
4.85K
New
$26.22 - $28.65 $127K - $139K
4.85K $136K
CFG
Citizens Financial Group Inc

Financial Services
3.33K
New
$35.24 - $43.24 $117K - $144K
3.33K $136K
STT
State Street Corp

Financial Services
1.54K
New
$73.37 - $89.31 $113K - $137K
1.54K $135K
VDE
Vanguard Energy ETF

ETFs
1.1K
New
$117.44 - $131.06 $130K - $145K
1.1K $135K
PWR
Quanta Services, Inc.

Industrials
238
+ 16.67%
$239.58 - $298.23 $57K - $71K
1.67K $496K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
5.51K
New
$24.05 - $24.42 $133K - $135K
5.51K $133K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
678
New
$169.73 - $204.18 $115K - $138K
678 $133K
DHR
Danaher Corp

Healthcare
39
+ 0.92%
$239.25 - $280.76 $9.33K - $10.9K
4.27K $1.19M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
4.57K
New
$25.73 - $28.81 $118K - $132K
4.57K $130K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
4.84K
New
$24.27 - $27.34 $117K - $132K
4.84K $129K
ORI
Old Republic International Corp

Financial Services
3.66K
New
$29.89 - $35.9 $109K - $131K
3.66K $129K
CHTR
Charter Communications, Inc.

Communication Services
394
New
$290.56 - $383.07 $114K - $151K
394 $127K
DTE
Dte Energy CO

Utilities
994
New
$108.67 - $128.41 $108K - $128K
994 $127K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
2.57K
New
$46.58 - $50.48 $119K - $129K
2.57K $127K
FMF
First Trust Managed Futures St

ETFs
3.29K
+ 12.6%
$47.09 - $49.74 $155K - $164K
29.4K $1.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.61K
+ 13.77%
$23.06 - $26.41 $60.1K - $68.9K
21.5K $560K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.53K
+ 5.75%
$42.66 - $45.18 $65.2K - $69K
28.1K $1.27M
MDB
Mongo Db, Inc.

Technology
466
New
$221.5 - $296.69 $103K - $138K
466 $125K
EXAS
Exact Sciences Corp

Healthcare
1.83K
New
$42.43 - $70.83 $77.8K - $130K
1.83K $124K
Activity Summary
Buys All Purchases 1224 New Holdings 875 Increased Positions 349 Sells All Sells 473 Reductions 473 Sold out 0 Options Calls 0 Puts 0
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