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
CNQ
Canadian Natural Resources LTD

Energy
311
+ 27.26%
$29.51 - $37.6 $9.18K - $11.7K
1.45K $44K
WCC
Wesco International Inc

Industrials
9
+ 2.65%
$164.11 - $213.19 $1.48K - $1.92K
348 $62K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
227
+ 12.89%
$25.34 - $25.59 $5.75K - $5.81K
1.99K $50K
AER
Aer Cap Holdings N.V.

Industrials
59
+ 8.91%
$91.85 - $100.3 $5.42K - $5.92K
721 $68K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
136
+ 26.93%
$49.74 - $50.43 $6.76K - $6.86K
641 $31K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
573
+ 20.7%
$27.09 - $32.06 $15.5K - $18.4K
3.34K $93K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 1.48%
$370.68 - $504.12 $741 - $1.01K
137 $58K
TTD
Trade Desk, Inc.

Technology
17
+ 3.05%
$108.7 - $139.51 $1.85K - $2.37K
575 $67K
PATH
Ui Path, Inc.

Technology
453
+ 74.14%
$11.95 - $15.5 $5.41K - $7.02K
1.06K $13K
NTR
Nutrien Ltd.

Basic Materials
148
+ 159.14%
$44.04 - $50.78 $6.52K - $7.52K
241 $10K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
101
+ 42.62%
$61.93 - $70.49 $6.25K - $7.12K
338 $22K
FCN
Fti Consulting, Inc

Industrials
57
+ 45.97%
$190.39 - $231.2 $10.9K - $13.2K
181 $34K
LKQ
Lkq Corp

Consumer Cyclical
143
+ 53.76%
$36.0 - $39.99 $5.15K - $5.72K
409 $15K
SJM
J M Smucker CO

Consumer Defensive
126
+ 14.98%
$106.92 - $121.75 $13.5K - $15.3K
967 $106K
MFC
Manulife Financial Corp

Financial Services
146
+ 42.44%
$29.21 - $32.87 $4.26K - $4.8K
490 $15K
AVTR
Avantor, Inc.

Basic Materials
295
+ 97.04%
$19.72 - $25.54 $5.82K - $7.53K
599 $12K
SLQT
Select Quote, Inc.

Financial Services
1.22K
+ 200.99%
$1.84 - $3.83 $2.25K - $4.69K
1.83K $6K
GL
Globe Life Inc.

Financial Services
14
+ 2.35%
$103.49 - $116.02 $1.45K - $1.62K
611 $68K
GLOB
Globant S.A.

Technology
18
+ 18.37%
$193.45 - $236.83 $3.48K - $4.26K
116 $24K
WINA
Winmark Corp

Consumer Cyclical
10
+ 52.63%
$352.4 - $422.31 $3.52K - $4.22K
29 $11K
ABEV
Ambev S.A.

Consumer Defensive
2.18K
+ 404.45%
$1.85 - $2.56 $4.03K - $5.58K
2.72K $5K
ALRM
Alarm.Com Holdings, Inc.

Technology
48
+ 266.67%
$52.26 - $68.81 $2.51K - $3.3K
66 $4K
IVT
Inven Trust Properties Corp.

Real Estate
112
+ 82.96%
$28.52 - $31.3 $3.19K - $3.51K
247 $7K
RRX
Regal Rexnord Corp

Industrials
34
+ 34.0%
$153.56 - $182.22 $5.22K - $6.2K
134 $20K
CLH
Clean Harbors Inc

Industrials
32
+ 14.55%
$228.61 - $263.39 $7.32K - $8.43K
252 $57K
JWN
Nordstrom Inc

Consumer Cyclical
144
+ 96.64%
$21.42 - $24.9 $3.08K - $3.59K
293 $7K
JKHY
Henry Jack & Associates Inc

Technology
22
+ 48.89%
$171.12 - $186.18 $3.76K - $4.1K
67 $11K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.08K
+ 131.1%
$18.41 - $40.87 $56.6K - $126K
5.42K $100K
AIG
American International Group, Inc.

Financial Services
64
+ 13.31%
$70.0 - $79.22 $4.48K - $5.07K
545 $39K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
66
+ 76.74%
$49.84 - $59.6 $3.29K - $3.93K
152 $8K
RELY
Remitly Global, Inc.

Technology
68
+ 21.18%
$12.69 - $23.07 $863 - $1.57K
389 $8K
JPSE
J P Morgan Diversified Return

ETFs
70
+ 175.0%
$46.77 - $51.7 $3.27K - $3.62K
110 $5K
LMNR
Limoneira CO

Consumer Defensive
183
+ 65.83%
$23.92 - $28.91 $4.38K - $5.29K
461 $11K
WEN
Wendy'S CO

Consumer Cyclical
272
+ 40.12%
$16.26 - $20.42 $4.42K - $5.55K
950 $15K
BROS
Dutch Bros Inc.

Consumer Cyclical
67
+ 1116.67%
$30.72 - $55.82 $2.06K - $3.74K
73 $3K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
8
+ 3.59%
$58.32 - $85.45 $467 - $684
231 $17K
SITE
Site One Landscape Supply, Inc.

Industrials
28
+ 43.75%
$131.3 - $156.31 $3.68K - $4.38K
92 $12K
VNQ
Vanguard Specialized Funds Van

ETFs
72
+ 21.24%
$87.85 - $98.6 $6.33K - $7.1K
411 $36K
MOH
Molina Healthcare, Inc.

Healthcare
66
+ 21.71%
$274.73 - $341.91 $18.1K - $22.6K
370 $107K
STLA
Stellantis N.V.

Consumer Cyclical
317
+ 28.38%
$12.37 - $13.99 $3.92K - $4.43K
1.43K $18K
PECO
Phillips Edison & Company, Inc.

Real Estate
71
+ 30.08%
$35.96 - $39.8 $2.55K - $2.83K
307 $11K
SOUN
Soundhound Ai, Inc.

Technology
32
+ 22.7%
$4.51 - $24.23 $144 - $775
173 $3K
IR
Ingersoll Rand Inc.

Industrials
160
+ 10.22%
$90.46 - $105.35 $14.5K - $16.9K
1.73K $156K
ALLY
Ally Financial Inc.

Financial Services
77
+ 31.05%
$34.12 - $39.98 $2.63K - $3.08K
325 $11K
CVE
Cenovus Energy Inc.

Energy
206
+ 78.93%
$14.35 - $18.36 $2.96K - $3.78K
467 $7K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
125
+ 6.47%
$37.25 - $39.23 $4.66K - $4.9K
2.06K $76K
R
Ryder System Inc

Industrials
10
+ 6.29%
$138.78 - $170.03 $1.39K - $1.7K
169 $26K
IHDG
Wisdomtree Tr

ETFs
44
+ 57.89%
$43.38 - $46.0 $1.91K - $2.02K
120 $5K
THC
Tenet Healthcare Corp

Healthcare
84
+ 39.81%
$125.42 - $168.52 $10.5K - $14.2K
295 $37K
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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