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
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
743
New
$98.38 - $105.75 $73.1K - $78.6K
743 $78K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.34K
New
$22.38 - $23.66 $74.8K - $79.1K
3.34K $78K
HES
Hess Corp

Energy
569
New
$126.3 - $155.44 $71.9K - $88.4K
569 $77K
TOL
Toll Brothers, Inc.

Consumer Cyclical
504
New
$109.16 - $155.35 $55K - $78.3K
504 $77K
BTI
British American Tobacco P.L.C.

Consumer Defensive
369
+ 3.36%
$31.07 - $39.36 $11.5K - $14.5K
11.3K $415K
FICO
Fair Isaac Corp

Technology
25
+ 41.67%
$1496.51 - $1947.38 $37.4K - $48.7K
85 $165K
ILMN
Illumina, Inc.

Healthcare
157
+ 7.33%
$105.28 - $135.9 $16.5K - $21.3K
2.3K $299K
JEF
Jefferies Financial Group Inc.

Financial Services
1.24K
New
$49.97 - $62.49 $62K - $77.5K
1.24K $76K
EW
Edwards Lifesciences Corp

Healthcare
1.15K
New
$59.7 - $93.78 $68.4K - $107K
1.15K $75K
FDN
First Tr Fd Dow Jones

ETFs
261
+ 9.54%
$183.68 - $212.48 $47.9K - $55.5K
3K $635K
ERIE
Erie Indemnity CO

Financial Services
138
New
$356.56 - $544.84 $49.2K - $75.2K
138 $74K
FAAR
First Trust Vii Alternative Ab

ETFs
3.35K
+ 9.92%
$27.83 - $28.78 $93.3K - $96.4K
37.1K $1.03M
MEDP
Medpace Holdings, Inc.

Healthcare
223
New
$320.58 - $457.29 $71.5K - $102K
223 $74K
CMCSA
Comcast Corp

Communication Services
198
+ 0.8%
$37.33 - $41.78 $7.39K - $8.27K
25.1K $1.05M
FHN
First Horizon Corp

Financial Services
4.7K
New
$14.63 - $17.45 $68.8K - $82K
4.7K $73K
FR
First Industrial Realty Trust Inc

Real Estate
9
+ 0.11%
$47.13 - $56.97 $424 - $513
8.57K $479K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.14K
New
$53.01 - $82.74 $60.3K - $94.2K
1.14K $73K
MRVL
Marvell Technology, Inc.

Technology
1.02K
New
$56.15 - $76.24 $57.5K - $78.1K
1.02K $73K
NXPI
Nxp Semiconductors N.V.

Technology
308
New
$225.14 - $290.78 $69.3K - $89.6K
308 $73K
LGOV
First Tr ETF Iv Long Duration

ETFs
989
+ 2.74%
$20.77 - $22.83 $20.5K - $22.6K
37.1K $832K
GPRK
Geo Park LTD

Energy
9.21K
New
$7.44 - $10.92 $68.5K - $101K
9.21K $72K
OSK
Oshkosh Corp

Industrials
720
New
$97.2 - $116.02 $70K - $83.5K
720 $72K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
392
New
$150.01 - $182.29 $58.8K - $71.5K
392 $71K
APG
A Pi Group Corp

Industrials
2.15K
New
$32.29 - $38.37 $69.3K - $82.4K
2.15K $70K
HUBS
Hubspot Inc

Technology
133
New
$450.09 - $592.58 $59.9K - $78.8K
133 $70K
MPW
Medical Properties Trust Inc

Real Estate
6.94K
+ 36.32%
$4.03 - $6.38 $28K - $44.3K
26.1K $152K
PAYC
Paycom Software, Inc.

Technology
422
New
$140.16 - $173.86 $59.1K - $73.4K
422 $70K
RGLD
Royal Gold Inc

Basic Materials
504
New
$125.01 - $146.5 $63K - $73.8K
504 $70K
SCHV
Schwab Strategic Tr Us Large C

ETFs
873
New
$73.43 - $80.37 $64.1K - $70.2K
873 $70K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
560
New
$112.99 - $126.45 $63.3K - $70.8K
560 $70K
ALGN
Align Technology Inc

Healthcare
273
New
$204.03 - $257.2 $55.7K - $70.2K
273 $69K
BMI
Badger Meter Inc

Technology
316
New
$184.77 - $219.63 $58.4K - $69.4K
316 $69K
CAG
Conagra Brands Inc.

Consumer Defensive
2.13K
New
$28.13 - $32.83 $59.9K - $69.9K
2.13K $69K
PNW
Pinnacle West Capital Corp

Utilities
780
New
$75.52 - $91.31 $58.9K - $71.2K
780 $69K
DGX
Quest Diagnostics Inc

Healthcare
504
New
$137.09 - $137.09 $69.1K - $69.1K
504 $69K
REXR
Rexford Industrial Realty, Inc.

Real Estate
3
+ 0.03%
$44.45 - $52.25 $133 - $157
12K $602K
IEO
Ishares Tr

ETFs
745
New
$88.52 - $101.16 $65.9K - $75.4K
745 $68K
MMSI
Merit Medical Systems Inc

Healthcare
692
New
$84.12 - $100.23 $58.2K - $69.4K
692 $68K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.98K
New
$34.61 - $34.61 $68.6K - $68.6K
1.98K $68K
BX
Blackstone Inc.

Financial Services
2
+ 0.09%
$120.77 - $159.66 $242 - $319
2.28K $348K
ESRT
Empire State Realty Trust, Inc.

Real Estate
64
+ 0.17%
$9.25 - $11.32 $592 - $724
38.6K $427K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
663
New
$98.99 - $101.51 $65.6K - $67.3K
663 $67K
KNSL
Kinsale Capital Group, Inc.

Financial Services
144
New
$370.41 - $491.09 $53.3K - $70.7K
144 $67K
LVHI
Franklin International Low Vol

ETFs
2.16K
New
$28.72 - $31.28 $62K - $67.6K
2.16K $67K
NWSA
News Corp

Communication Services
2.54K
New
$25.41 - $28.44 $64.5K - $72.2K
2.54K $67K
TRGP
Targa Resources Corp.

Energy
459
New
$127.86 - $156.46 $58.7K - $71.8K
459 $67K
VFC
V F Corp

Consumer Cyclical
3.37K
New
$12.74 - $19.95 $42.9K - $67.3K
3.37K $67K
WAT
Waters Corp

Healthcare
188
New
$282.7 - $359.89 $53.1K - $67.7K
188 $67K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.06K
New
$56.29 - $62.74 $59.5K - $66.3K
1.06K $66K
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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