Geo Wealth Management, LLC Incresed Positions in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
585K
+ 369.89%
$46.22 - $48.77 $27M - $28.5M
743K $35.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
387K
+ 10.79%
$44.83 - $47.42 $17.3M - $18.3M
3.97M $187M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
352K
+ 15.5%
$33.74 - $37.96 $11.9M - $13.4M
2.62M $98.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
28.6K
+ 290.84%
$517.38 - $573.86 $14.8M - $16.4M
38.5K $22.1M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
312K
+ 40.5%
$36.02 - $41.68 $11.2M - $13M
1.08M $44.7M
DSTL
ETF Ser Solution Distillate Us

ETFs
265K
+ 602.18%
$50.87 - $56.8 $13.5M - $15.1M
309K $17.5M
MGC
Vanguard Mega Cap ETF

ETFs
68K
+ 334.05%
$185.93 - $206.64 $12.6M - $14.1M
88.3K $18.3M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
193K
+ 4157.73%
$64.57 - $71.76 $12.4M - $13.8M
197K $14.2M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
236K
+ 31.18%
$49.77 - $51.95 $11.7M - $12.3M
992K $51.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
13K
+ 5.44%
$475.2 - $527.7 $6.2M - $6.88M
253K $133M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
189K
+ 1359.16%
$61.47 - $67.36 $11.6M - $12.7M
203K $13.6M
DFAI
Dimensional ETF Tr

ETFs
371K
+ 107.06%
$28.69 - $32.06 $10.7M - $11.9M
718K $22.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25.4K
+ 350.85%
$434.77 - $502.96 $11M - $12.8M
32.6K $15.9M
SPYG
Spdr Portfolio

ETFs
147K
+ 187.12%
$73.38 - $84.1 $10.8M - $12.4M
226K $18.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
133K
+ 15.69%
$58.03 - $65.37 $7.7M - $8.68M
979K $63.4M
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
225K
+ 342.06%
$46.89 - $52.24 $10.5M - $11.7M
291K $15.1M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
61.8K
+ 83.6%
$151.63 - $169.74 $9.37M - $10.5M
136K $23M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
107K
+ 322.22%
$94.31 - $103.26 $10.1M - $11.1M
141K $14.4M
KRMA
Global X Fds Global X Consciou

ETFs
271K
+ 4239.41%
$35.21 - $39.14 $9.53M - $10.6M
277K $10.8M
VV
Vanguard Large Cap ETF

ETFs
18.1K
+ 4.39%
$236.92 - $263.4 $4.28M - $4.76M
429K $113M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
47.4K
+ 78.47%
$175.46 - $203.3 $8.31M - $9.63M
108K $21.8M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
94.9K
+ 1481.76%
$96.3 - $106.49 $9.14M - $10.1M
101K $10.6M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
175K
+ 3672.29%
$49.94 - $56.3 $8.74M - $9.85M
180K $10.1M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
127K
+ 104.69%
$60.1 - $66.57 $7.62M - $8.44M
248K $16.4M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
315K
+ 453.17%
$25.19 - $26.77 $7.94M - $8.44M
385K $10.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
263K
+ 426.67%
$28.11 - $29.42 $7.4M - $7.74M
325K $9.56M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
119K
+ 7.29%
$49.93 - $51.15 $5.96M - $6.1M
1.75M $89.7M
AOK
Ishares Tr Core Conservative A

ETFs
179K
+ 1405.9%
$36.8 - $38.71 $6.58M - $6.92M
192K $7.41M
FTCS
First Trust Capital Strength E

ETFs
72.5K
+ 674.9%
$83.58 - $90.94 $6.06M - $6.59M
83.3K $7.56M
FPE
First Tr Pfd Secs & Income ETF

ETFs
351K
+ 3009.03%
$17.35 - $18.22 $6.08M - $6.39M
362K $6.56M
VO
Vanguard Mid Cap ETF

ETFs
18.1K
+ 26.36%
$237.84 - $263.83 $4.3M - $4.77M
86.7K $22.9M
AOR
Ishares Tr Core Growth Allocat

ETFs
97.8K
+ 130.3%
$55.15 - $59.31 $5.39M - $5.8M
173K $10.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
45.9K
+ 1186.93%
$117.9 - $128.2 $5.41M - $5.88M
49.7K $6.38M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
431K
+ 3043.37%
$12.67 - $14.36 $5.46M - $6.19M
445K $5.98M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
55.4K
+ 549.18%
$96.25 - $101.98 $5.33M - $5.65M
65.5K $6.63M
AVEM
American Centy ETF Tr Avantis

ETFs
76.5K
+ 83.81%
$57.2 - $65.59 $4.38M - $5.02M
168K $10.8M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
172K
+ 129.62%
$26.14 - $27.97 $4.5M - $4.81M
305K $8.4M
NEAR
Blackrock Short Maturity Bond

ETFs
90.9K
+ 172.01%
$50.09 - $51.31 $4.55M - $4.67M
144K $7.37M
GLDM
World Gold Trust

ETFs
78.9K
+ 156.49%
$46.2 - $53.01 $3.64M - $4.18M
129K $6.74M
XLRE
Select Sector Spdr Tr Real Est

ETFs
88.1K
+ 125.89%
$38.04 - $45.36 $3.35M - $4M
158K $7.06M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
26.8K
+ 252.33%
$144.27 - $157.55 $3.87M - $4.23M
37.5K $5.9M
VB
Vanguard Small Cap ETF

ETFs
14.9K
+ 40.05%
$214.77 - $237.72 $3.21M - $3.55M
52.3K $12.4M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
73.6K
+ 8.32%
$47.7 - $48.54 $3.51M - $3.57M
958K $46.5M
SECT
Sector 10, Inc.

ETFs
49.1K
+ 12.5%
$48.64 - $53.77 $2.39M - $2.64M
442K $23.8M
DFAX
Dimensional ETF Tr
49.6K
+ 3.4%
$24.29 - $27.25 $1.21M - $1.35M
1.51M $40.8M
VXF
Vanguard Extended Market ETF

ETFs
8.61K
+ 5.62%
$163.98 - $182.92 $1.41M - $1.58M
162K $29.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
73.7K
+ 272.46%
$41.02 - $46.01 $3.02M - $3.39M
101K $4.59M
JPMB
J P Morgan Usd Emerging Market

ETFs
82.8K
+ 303.07%
$38.32 - $40.67 $3.17M - $3.37M
110K $4.47M
IWY
Ishares Tr Russell 200 Growth

ETFs
12.8K
+ 55.78%
$194.66 - $225.97 $2.49M - $2.89M
35.8K $7.87M
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email