Geo Wealth Management, LLC Incresed Positions in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.91M
+ 118.77%
$33.92 - $36.6 $98.8M - $107M
5.36M $186M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.09M
+ 1036.01%
$41.17 - $43.34 $44.7M - $47M
1.19M $49.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
49.8K
+ 19.7%
$521.84 - $558.82 $26M - $27.8M
302K $163M
DFAX
Dimensional ETF Tr
1.24M
+ 82.24%
$24.76 - $27.04 $30.7M - $33.6M
2.75M $68.4M
VUG
Vanguard Growth ETF

ETFs
56.7K
+ 3244.39%
$378.79 - $428.11 $21.5M - $24.3M
58.5K $24M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
301K
+ 33835.24%
$70.54 - $79.61 $21.3M - $24M
302K $23M
VTI
Vanguard Total Stock Market Et

ETFs
58.4K
+ 23.09%
$280.04 - $302.45 $16.3M - $17.6M
311K $90.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
197K
+ 260.69%
$91.29 - $91.8 $18M - $18.1M
273K $24.9M
CWB
Spdr Bloomberg Convertible Sec

ETFs
223K
+ 2434.76%
$76.21 - $82.24 $17M - $18.3M
232K $18.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
513K
+ 12.92%
$45.07 - $47.1 $23.1M - $24.2M
4.49M $203M
IWY
Ishares Tr Russell 200 Growth

ETFs
50.5K
+ 141.17%
$216.72 - $244.71 $10.9M - $12.4M
86.3K $20.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
22.5K
+ 168.27%
$370.24 - $418.94 $8.34M - $9.44M
35.9K $14.4M
IWL
Ishares Tr Russell 200 ETF

ETFs
60.5K
+ 8343.45%
$138.92 - $149.97 $8.4M - $9.07M
61.2K $8.86M
PKW
Invesco Exchange Traded Fd Tr

ETFs
73.7K
+ 2608.36%
$114.02 - $125.22 $8.4M - $9.22M
76.5K $8.81M
VNLA
Janus Henderson Short Duration

ETFs
153K
+ 17256.9%
$48.82 - $49.11 $7.45M - $7.49M
153K $7.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
180K
+ 10.27%
$49.79 - $51.14 $8.97M - $9.22M
1.94M $97M
VXF
Vanguard Extended Market ETF

ETFs
27.9K
+ 17.24%
$179.17 - $207.15 $5M - $5.78M
190K $36.1M
USFR
Wisdomtree Floating Rate Treas

ETFs
116K
+ 33613.33%
$50.23 - $50.46 $5.82M - $5.85M
116K $5.85M
IGHG
Proshares Investment Grade Int

ETFs
73.2K
+ 813877.75%
$76.8 - $78.32 $5.63M - $5.74M
73.3K $5.73M
OEF
Ishares S&P 100 ETF

ETFs
20.6K
+ 98.3%
N/A
41.6K $11.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
96.2K
+ 173.93%
$46.94 - $51.62 $4.52M - $4.97M
152K $7.57M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
131K
+ 13.21%
$49.87 - $52.46 $6.54M - $6.87M
1.12M $56.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
49.7K
+ 38.59%
$72.18 - $81.41 $3.59M - $4.04M
178K $13.5M
VV
Vanguard Large Cap ETF

ETFs
4.24K
+ 0.99%
$260.27 - $280.65 $1.1M - $1.19M
433K $117M
JNK
Spdr Bloomberg High Yield Bond

ETFs
38.6K
+ 115.68%
$94.77 - $97.36 $3.66M - $3.76M
71.9K $6.87M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
65.5K
+ 103.34%
$50.62 - $50.97 $3.32M - $3.34M
129K $6.54M
AOA
Ishares Tr Core Aggressive All

ETFs
44.1K
+ 52.6%
$76.61 - $79.88 $3.38M - $3.52M
128K $9.79M
XLK
Technology Sector Spdr

ETFs
12.2K
+ 53.01%
$220.26 - $241.44 $2.68M - $2.94M
35.1K $8.16M
IVW
Ishares S&P 500 Growth ETF

ETFs
28.4K
+ 262.05%
$94.43 - $105.47 $2.69M - $3M
39.3K $3.99M
XLF
Financial Sector Spdr

ETFs
56.6K
+ 113.01%
$44.89 - $51.34 $2.54M - $2.91M
107K $5.16M
NVDA
Nvidia Corp

Technology
1.4K
+ 0.72%
$117.0 - $148.88 $164K - $208K
195K $26.2M
SPIB
Spdr Portfolio Intermediate Te

ETFs
80.7K
+ 2347.26%
$32.65 - $33.68 $2.63M - $2.72M
84.1K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
103
+ 0.14%
$180.88 - $232.93 $18.6K - $24K
76.2K $16.7M
IVV
Ishares Core S&P 500 ETF

ETFs
3.94K
+ 28.81%
$570.51 - $610.59 $2.25M - $2.41M
17.6K $10.4M
CB
Chubb LTD

Financial Services
8.88K
+ 252.0%
$271.57 - $301.89 $2.41M - $2.68M
12.4K $3.43M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
93.4K
+ 406213.03%
$25.35 - $25.53 $2.37M - $2.39M
93.5K $2.38M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
23.2K
+ 1680.91%
$100.16 - $100.7 $2.33M - $2.34M
24.6K $2.47M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
15.6K
+ 10.63%
$111.85 - $120.71 $1.75M - $1.89M
163K $18.7M
TSLA
Tesla, Inc.

Consumer Cyclical
726
+ 6.12%
$213.65 - $479.86 $155K - $348K
12.6K $5.08M
XLC
Select Sector Spdr Tr Communic

ETFs
19.4K
+ 124.87%
$89.66 - $102.16 $1.74M - $1.98M
34.9K $3.38M
TXN
Texas Instruments Inc

Technology
10.1K
+ 247.86%
N/A
14.2K $2.75M
JPM
Jpmorgan Chase & CO

Financial Services
4.46K
+ 15.58%
$205.18 - $250.29 $916K - $1.12M
33.1K $7.93M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
90.4K
+ 1745.6%
$22.01 - $66.82 $1.99M - $6.04M
95.6K $2.17M
META
Meta Platforms, Inc.

Communication Services
2.23K
+ 12.12%
$554.08 - $632.68 $1.24M - $1.41M
20.6K $12.2M
WELL
Welltower Inc.

Real Estate
13.4K
+ 41.77%
$123.11 - $139.3 $1.65M - $1.87M
45.5K $5.73M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
48.3K
+ 5.04%
$47.65 - $48.6 $2.3M - $2.35M
1.01M $48.1M
VO
Vanguard Mid Cap ETF

ETFs
5.69K
+ 6.56%
$261.5 - $284.63 $1.49M - $1.62M
92.3K $24.4M
CRM
Salesforce, Inc.

Technology
1.72K
+ 11.12%
$270.87 - $367.87 $466K - $632K
17.2K $5.74M
GS
Goldman Sachs Group Inc

Financial Services
1.91K
+ 41.2%
$486.1 - $608.57 $927K - $1.16M
6.53K $3.74M
Activity Summary
Buys All Purchases 979 New Holdings 226 Increased Positions 753 Sells All Sells 717 Reductions 716 Sold out 1 Options Calls 0 Puts 0
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