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
CROX
Crocs, Inc.

Consumer Cyclical
23
+ 7.64%
$96.51 - $141.93 $2.22K - $3.26K
324 $35K
ES
Eversource Energy

Utilities
109
+ 8.31%
$55.9 - $67.73 $6.09K - $7.38K
1.42K $81K
QCOM
Qualcomm Inc

Technology
1.62K
+ 10.33%
$150.4 - $178.04 $244K - $289K
17.3K $2.66M
YUM
Yum Brands Inc

Consumer Cyclical
10
+ 0.48%
$130.36 - $139.54 $1.3K - $1.4K
2.08K $278K
ETR
Entergy Corp

Utilities
528
+ 57.14%
$73.19 - $156.4 $38.6K - $82.6K
1.45K $110K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
250
+ 14.86%
$97.29 - $122.68 $24.3K - $30.7K
1.93K $188K
CUBE
Cube Smart

Real Estate
429
+ 16.22%
$41.74 - $53.03 $17.9K - $22.7K
3.07K $131K
EMHC
Spdr Bloomberg Emerging Market
2.49K
+ 4.63%
$23.7 - $25.01 $59K - $62.3K
56.2K $1.34M
VHT
Vanguard Health Care ETF

ETFs
93
+ 7.01%
$250.81 - $283.3 $23.3K - $26.3K
1.42K $359K
TSCO
Tractor Supply CO

Consumer Cyclical
3.47K
+ 411.74%
$52.59 - $303.74 $183K - $1.05M
4.31K $228K
ORCL
Oracle Corp

Technology
274
+ 1.61%
$165.41 - $192.43 $45.3K - $52.7K
17.3K $2.89M
CAT
Caterpillar Inc

Industrials
192
+ 6.13%
$360.37 - $416.88 $69.2K - $80K
3.32K $1.21M
AGL
Agilon Health, Inc.

Healthcare
900
+ 8.3%
$1.57 - $3.67 $1.41K - $3.3K
11.7K $22K
FE
Firstenergy Corp

Utilities
19
+ 0.36%
$39.14 - $44.52 $744 - $846
5.3K $210K
SWK
Stanley Black & Decker, Inc.

Industrials
111
+ 10.25%
$79.07 - $109.36 $8.78K - $12.1K
1.19K $95K
NSC
Norfolk Southern Corp

Industrials
38
+ 1.49%
$230.6 - $277.0 $8.76K - $10.5K
2.59K $607K
HSY
Hershey CO

Consumer Defensive
20
+ 1.24%
$168.67 - $193.65 $3.37K - $3.87K
1.63K $276K
FSLR
First Solar, Inc.

Technology
134
+ 16.86%
$175.88 - $240.66 $23.6K - $32.2K
929 $163K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 2.16%
$1160.67 - $1498.12 $3.48K - $4.49K
142 $173K
PLD
Prologis, Inc.

Real Estate
7.83K
+ 18.58%
$101.4 - $126.96 $794K - $994K
50K $5.28M
FR
First Industrial Realty Trust Inc

Real Estate
178
+ 2.08%
$49.6 - $55.9 $8.83K - $9.95K
8.75K $438K
EBND
Spdr Bloomberg Emerging Market

ETFs
6.24K
+ 6.58%
$19.53 - $21.1 $122K - $132K
101K $1.97M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
777
+ 2.74%
$48.17 - $53.38 $37.4K - $41.5K
29.2K $1.42M
KBH
Kb Home

Consumer Cyclical
1.34K
+ 19.67%
$65.58 - $85.3 $88.1K - $115K
8.17K $536K
ITB
Ishares Tr

ETFs
254
+ 7.88%
$103.31 - $129.34 $26.2K - $32.9K
3.48K $359K
AVRE
American Centy ETF Tr Avantis
2.08K
+ 7.79%
$41.03 - $46.91 $85.3K - $97.5K
28.8K $1.21M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
388
+ 4.06%
$99.04 - $109.59 $38.4K - $42.5K
9.94K $989K
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.1K
+ 17.51%
$37.97 - $49.45 $79.6K - $104K
14.1K $544K
IGLB
Ishares 10+ Year Investment Gr

ETFs
264
+ 1.53%
$49.36 - $53.72 $13K - $14.2K
17.5K $865K
RUN
Sunrun Inc.

Technology
3.42K
+ 33.01%
$9.13 - $17.5 $31.2K - $59.8K
13.8K $127K
ASML
Asml Holding Nv

Technology
136
+ 11.64%
$658.43 - $872.27 $89.5K - $119K
1.3K $903K
BXP
Boston Properties Inc

Real Estate
703
+ 3.46%
$73.33 - $89.72 $51.6K - $63.1K
21K $1.56M
DEO
Diageo PLC

Consumer Defensive
92
+ 1.34%
$118.0 - $139.88 $10.9K - $12.9K
6.94K $882K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
29.6K
+ 97.05%
$22.02 - $46.16 $651K - $1.36M
60K $1.32M
ELV
Elevance Health, Inc.

Healthcare
248
+ 20.31%
$365.96 - $514.62 $90.8K - $128K
1.47K $542K
VT
Vanguard Total World Stk Index

ETFs
466
+ 0.69%
$117.09 - $123.07 $54.6K - $57.4K
68K $7.99M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
4.55K
+ 5.86%
$30.93 - $33.94 $141K - $154K
82.2K $2.55M
ZTS
Zoetis Inc.

Healthcare
402
+ 7.4%
$162.24 - $194.42 $65.2K - $78.2K
5.84K $951K
PHG
Koninklijke Philips Nv

Healthcare
825
+ 4.48%
$24.71 - $32.66 $20.4K - $26.9K
19.3K $487K
GE
General Electric CO

Industrials
593
+ 5.9%
$159.95 - $194.23 $94.9K - $115K
10.6K $1.77M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
712
+ 7.14%
$49.78 - $66.55 $35.4K - $47.4K
10.7K $535K
DHI
Horton D R Inc

Consumer Cyclical
827
+ 17.42%
$137.24 - $194.56 $113K - $161K
5.58K $779K
O
Realty Income Corp

Real Estate
2.37K
+ 8.79%
$51.76 - $64.71 $123K - $153K
29.3K $1.56M
ADBE
Adobe Inc.

Technology
285
+ 7.24%
$437.39 - $552.96 $125K - $158K
4.22K $1.88M
UBER
Uber Technologies, Inc

Technology
1.76K
+ 8.83%
$59.93 - $86.34 $106K - $152K
21.7K $1.31M
ABBV
Abb Vie Inc.

Healthcare
675
+ 3.59%
$164.99 - $203.87 $111K - $138K
19.5K $3.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
485
+ 8.44%
$501.29 - $612.85 $243K - $297K
6.23K $3.24M
AMD
Advanced Micro Devices Inc

Technology
271
+ 3.0%
$118.88 - $172.8 $32.2K - $46.8K
9.31K $1.12M
NVO
Novo Nordisk A S

Healthcare
1.17K
+ 7.8%
$85.0 - $120.04 $99.3K - $140K
16.1K $1.39M
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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