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
AXON
Axon Enterprise, Inc.

Industrials
596
+ 194.77%
$286.16 - $399.6 $171K - $238K
902 $360K
DHI
Horton D R Inc

Consumer Cyclical
179
+ 3.92%
$135.21 - $197.06 $24.2K - $35.3K
4.75K $905K
ALTL
Pacer Lunt Large Cap Altenator

Technology
5.5K
+ 39.77%
$34.35 - $38.22 $189K - $210K
19.3K $737K
BKNG
Booking Holdings Inc.

Consumer Cyclical
37
+ 9.46%
$3305.62 - $4268.05 $122K - $158K
428 $1.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.24K
+ 31.66%
$44.24 - $49.47 $188K - $210K
17.6K $872K
BMY
Bristol Myers Squibb CO

Healthcare
2.47K
+ 21.65%
$39.66 - $51.75 $97.9K - $128K
13.9K $717K
HERO
Global X Fds Video Games & Esp

ETFs
8.82K
+ 113.16%
$20.55 - $24.34 $181K - $215K
16.6K $404K
CARR
Carrier Global Corp

Industrials
218
+ 1.72%
$61.9 - $80.88 $13.5K - $17.6K
12.9K $1.04M
BBY
Best Buy CO Inc

Consumer Cyclical
949
+ 13.3%
$80.23 - $103.29 $76.1K - $98K
8.09K $835K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
4.31K
+ 31.27%
$42.64 - $46.54 $184K - $200K
18.1K $835K
DEO
Diageo PLC

Consumer Defensive
1K
+ 17.13%
$120.02 - $140.77 $120K - $141K
6.85K $961K
IWS
Ishares Russell Midcap Value E

ETFs
822
+ 8.52%
$119.52 - $132.25 $98.2K - $109K
10.5K $1.38M
FCTR
First Tr Exchange Traded Fd

ETFs
6.74K
+ 34.98%
$27.94 - $32.42 $188K - $218K
26K $808K
IQV
Iqvia Holdings Inc.

Healthcare
546
+ 18.38%
$206.81 - $251.55 $113K - $137K
3.52K $832K
VUG
Vanguard Growth ETF

ETFs
497
+ 39.73%
$341.08 - $391.94 $170K - $195K
1.75K $671K
OMFL
Invesco Exchange Traded Self I

ETFs
3.19K
+ 5.68%
$47.65 - $52.99 $152K - $169K
59.3K $3.14M
HIG
Hartford Financial Services Group, Inc.

Financial Services
91
+ 0.85%
$98.71 - $117.61 $8.98K - $10.7K
10.8K $1.28M
VEA
Vanguard Ftse Developed Market

ETFs
3.41K
+ 79.9%
$47.6 - $53.31 $163K - $182K
7.69K $405K
PM
Philip Morris International Inc.

Consumer Defensive
142
+ 1.66%
$101.25 - $127.45 $14.4K - $18.1K
8.7K $1.06M
VGLT
Vanguard Long Term Treasury Et

ETFs
2.4K
+ 28.48%
$56.52 - $63.23 $136K - $152K
10.8K $667K
VNO
Vornado Realty Trust

Real Estate
59
+ 0.44%
$25.5 - $39.4 $1.5K - $2.32K
13.6K $536K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
6.8K
+ 9.1%
$25.04 - $25.21 $170K - $172K
81.6K $2.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.01K
+ 8.45%
$147.95 - $191.05 $150K - $193K
13K $2.26M
TMAT
Northern Lts Fd Tr Iv Main The

ETFs
7.79K
+ 13.13%
$15.21 - $18.46 $118K - $144K
67.1K $1.19M
WLDR
Two Rds Shared Tr Affinity Wor

ETFs
542
+ 0.83%
$29.45 - $33.4 $16K - $18.1K
66.1K $2.19M
IYW
Ishares Dj Us Tech ETF

ETFs
1.05K
+ 11.02%
$133.16 - $158.73 $139K - $166K
10.6K $1.6M
MCO
Moodys Corp

Financial Services
50
+ 1.95%
$421.49 - $494.67 $21.1K - $24.7K
2.62K $1.24M
ELS
Equity Lifestyle Properties Inc

Real Estate
1.65K
+ 25.8%
$63.6 - $76.23 $105K - $126K
8.04K $573K
JMBS
Janus Detroit Str Tr Henderson

ETFs
3.13K
+ 55.9%
$44.13 - $47.01 $138K - $147K
8.72K $406K
DVY
Ishares Tr

ETFs
648
+ 13.17%
$119.99 - $135.74 $77.8K - $88K
5.57K $751K
VPN
Global X Fds Data Ctr Reits &

ETFs
9.49K
+ 242.09%
$14.75 - $16.25 $140K - $154K
13.4K $213K
NEM
Newmont Corp

Basic Materials
1.85K
+ 39.18%
$41.65 - $55.85 $77.2K - $104K
6.59K $352K
SNY
Sanofi

Healthcare
1.34K
+ 15.87%
$48.54 - $58.53 $64.8K - $78.2K
9.76K $562K
FTA
First Tr Large Cap Value

ETFs
1.01K
+ 7.86%
$72.76 - $79.13 $73.1K - $79.5K
13.8K $1.09M
CBRE
Cbre Group, Inc.

Real Estate
547
+ 24.55%
$85.97 - $124.48 $47K - $68.1K
2.78K $345K
CEG
Constellation Energy Corp

Utilities
3
+ 0.13%
$167.08 - $262.86 $501 - $789
2.39K $621K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
4.79K
+ 106.05%
$25.21 - $28.46 $121K - $136K
9.3K $261K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
1.61K
+ 21.09%
$58.75 - $64.07 $94.8K - $103K
9.26K $593K
TDIV
First Trust Nasdaq Technology

ETFs
1.01K
+ 8.11%
$70.51 - $81.07 $71.2K - $81.9K
13.5K $1.08M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.36K
+ 18.29%
$26.06 - $29.18 $87.6K - $98.1K
21.7K $631K
PWR
Quanta Services, Inc.

Industrials
238
+ 16.67%
$239.58 - $298.23 $57K - $71K
1.67K $496K
DHR
Danaher Corp

Healthcare
39
+ 0.92%
$239.25 - $280.76 $9.33K - $10.9K
4.27K $1.19M
FMF
First Trust Managed Futures St

ETFs
3.29K
+ 12.6%
$47.09 - $49.74 $155K - $164K
29.4K $1.4M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
2.61K
+ 13.77%
$23.06 - $26.41 $60.1K - $68.9K
21.5K $560K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.53K
+ 5.75%
$42.66 - $45.18 $65.2K - $69K
28.1K $1.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.75K
+ 8.57%
$45.87 - $48.53 $80.5K - $85.1K
22.2K $1.07M
GILD
Gilead Sciences, Inc.

Healthcare
42
+ 0.53%
$66.59 - $83.99 $2.8K - $3.53K
7.96K $667K
EFG
Msci Eafe Growth ETF

ETFs
867
+ 15.92%
$96.84 - $108.77 $84K - $94.3K
6.31K $679K
KIM
Kimco Realty Corp

Real Estate
255
+ 0.88%
$19.24 - $24.06 $4.91K - $6.14K
29.3K $680K
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