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
Atlanta Braves Hldgs Inc
5.98K
+ 4300.72%
N/A
6.12K $0
Ge Vernova Inc
448
+ 22.4%
N/A
2.45K $0
Healthcare Rlty Tr
4.36K
+ 17.88%
N/A
28.7K $0
Thomson Reuters Corp
797
+ 1306.56%
N/A
858 $0
FNV
Franco Nevada Corp

Basic Materials
2
+ 3.7%
$113.26 - $137.22 $227 - $274
56 $6K
Flutter Entmt PLC
17
+ 425.0%
N/A
21 $0
Ferguson Enterprises Inc
2
+ 0.62%
N/A
324 $0
Cava Group Inc
12
+ 63.16%
N/A
31 $0
Canadian Pacific Kansas City
2.49K
+ 24.99%
N/A
12.4K $0
Brookfield Corp
25
+ 3.25%
N/A
794 $0
Victory Portfolios Ii
4.77K
+ 21.1%
N/A
27.4K $0
Blackrock ETF Trust Ii
826
+ 18.91%
N/A
5.19K $0
LCTD
Blackrock ETF World Ex Us Carb
5.25K
+ 2168.18%
N/A
5.49K $0
BDC
Belden Inc.

Technology
3
+ 60.0%
$112.15 - $131.43 $336 - $394
8 $0
BFC
Bank First Corp

Financial Services
2
+ 12.5%
$86.5 - $108.79 $173 - $218
18 $1K
Arm Holdings PLC
92
+ 53.8%
N/A
263 $0
ARDX
Ardelyx, Inc.

Healthcare
20
+ 51.28%
$4.49 - $6.85 $89.8 - $137
59 $0
Arcadium Lithium PLC
295
+ 440.3%
N/A
362 $0
ALE
Allete Inc

Utilities
3
+ 1.46%
$63.98 - $65.24 $192 - $196
209 $13K
CMS
Cms Energy Corp

Utilities
60
+ 4.87%
$65.76 - $71.94 $3.95K - $4.32K
1.29K $86K
Atlassian Corporation
38
+ 26.76%
N/A
180 $0
Columbia ETF Tr I
469
+ 2.03%
N/A
23.6K $0
Exchange Listed Fds Tr
60.6K
+ 2.94%
N/A
2.12M $0
Elevation Series Trust
4.56K
+ 45.21%
N/A
14.7K $0
Elevation Series Trust
8.57K
+ 45.12%
N/A
27.6K $0
DOV
Dover Corp

Industrials
2
+ 1.0%
$184.72 - $206.51 $369 - $413
203 $38K
Doubleline ETF Trust
30
+ 15.08%
N/A
229 $0
Doubleline ETF Trust
16.1K
+ 21.38%
N/A
91.6K $0
Dimensional ETF Trust
80
+ 3.63%
N/A
2.28K $0
DFSD
Dimensional ETF Tr Short Durat

ETFs
12
+ 1.44%
$46.75 - $47.8 $561 - $574
843 $39K
Dimensional ETF Trust
202K
+ 4212.12%
N/A
207K $0
Dimensional ETF Trust
291K
+ 40131.86%
N/A
292K $0
Dimensional ETF Trust
1.93K
+ 19.99%
N/A
11.6K $0
Dimensional ETF Trust
16.2K
+ 112.33%
N/A
30.7K $0
CRH.L
Crh PLC

Basic Materials
177
+ 46.34%
N/A
559 $0
Aegon LTD
4.72K
+ 56.78%
N/A
13K $0
Pimco ETF Tr
5.94K
+ 23.55%
N/A
31.2K $0
SBSW
Sibanye Stillwater LTD

Basic Materials
391
+ 25.41%
$3.24 - $5.22 $1.27K - $2.04K
1.93K $6K
MREO
Mereo Biopharma Group PLC

Healthcare
144
+ 1028.57%
$3.29 - $4.62 $474 - $665
158 $0
Smurfit Westrock PLC
2.14K
+ 73.83%
N/A
5.03K $0
MQ
Marqeta, Inc.

Technology
225
+ 750.0%
$3.42 - $5.95 $770 - $1.34K
255 $0
Solventum Corp
38
+ 41.3%
N/A
130 $0
LYG
Lloyds Banking Group PLC

Financial Services
2.64K
+ 14.51%
$2.67 - $3.23 $7.05K - $8.53K
20.9K $56K
Labcorp Holdings Inc
938
+ 167.2%
N/A
1.5K $0
RIOT
Riot Blockchain, Inc.

Technology
28
+ 63.64%
$7.08 - $14.97 $198 - $419
72 $0
TUA
Simpl Exch Traded Fds Sht Term
16.2K
+ 92.39%
N/A
33.8K $0
Jacobs Solutions Inc
362
+ 29.22%
N/A
1.6K $0
NEM
Newmont Corp

Basic Materials
2.9K
+ 44.0%
$37.0 - $58.68 $107K - $170K
9.48K $352K
NG
Novagold Resources Inc

Basic Materials
93
+ 45.81%
$3.27 - $4.2 $304 - $391
296 $0
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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