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
EBAY
Ebay Inc

Consumer Cyclical
832
+ 15.49%
$52.61 - $65.44 $43.8K - $54.4K
6.2K $403K
KMX
Carmax Inc

Consumer Cyclical
1.26K
+ 32.21%
$71.21 - $85.78 $89.6K - $108K
5.16K $399K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
992
+ 12.67%
$69.16 - $76.64 $68.6K - $76K
8.82K $662K
WY
Weyerhaeuser CO

Real Estate
2.09K
+ 28.03%
$27.05 - $33.84 $56.5K - $70.7K
9.54K $322K
UL
Unilever PLC

Consumer Defensive
1.2K
+ 37.63%
$54.7 - $65.59 $65.4K - $78.4K
4.37K $284K
UDR
Udr, Inc.

Real Estate
13
+ 0.05%
$39.96 - $47.13 $519 - $613
25.2K $1.14M
SCHQ
Schwab Strategic Tr Long Term

ETFs
2.93K
+ 493.76%
$32.17 - $35.98 $94.2K - $105K
3.52K $123K
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.47K
+ 66.92%
$25.23 - $27.94 $87.5K - $97K
8.66K $239K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1.84K
+ 55.8%
$46.67 - $50.52 $86K - $93.1K
5.15K $259K
VST
Vistra Corp.

Utilities
282
+ 14.36%
$69.0 - $119.06 $19.5K - $33.6K
2.25K $266K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
227
+ 2.33%
$58.35 - $66.29 $13.2K - $15K
9.98K $661K
NGG
National Grid PLC

Utilities
817
+ 28.68%
$57.14 - $70.48 $46.7K - $57.6K
3.67K $255K
AVGO
Broadcom Inc.

Technology
26.7K
+ 847.67%
$136.27 - $1745.86 $3.64M - $46.7M
29.9K $5.16M
WDAY
Workday, Inc.

Technology
239
+ 14.23%
$207.75 - $264.68 $49.7K - $63.3K
1.92K $468K
AWK
American Water Works Company, Inc.

Utilities
441
+ 27.67%
$127.76 - $149.9 $56.3K - $66.1K
2.04K $297K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.03K
+ 54.43%
$39.18 - $42.26 $79.7K - $85.9K
5.77K $243K
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.02K
+ 3.46%
$28.75 - $29.46 $58K - $59.4K
60.3K $1.77M
AJG
Arthur J. Gallagher & Co.

Financial Services
28
+ 0.75%
$259.22 - $299.75 $7.26K - $8.39K
3.74K $1.05M
KKR
Kkr & Co. Inc.

Financial Services
342
+ 20.02%
$104.51 - $133.23 $35.7K - $45.6K
2.05K $267K
FDT
First Trust Developed Markets

ETFs
1.06K
+ 11.5%
$51.36 - $58.76 $54.5K - $62.3K
10.3K $593K
UNP
Union Pacific Corp

Industrials
57
+ 1.7%
$221.78 - $256.09 $12.6K - $14.6K
3.42K $840K
EXPD
Expeditors International Of Washington Inc

Industrials
469
+ 15.88%
$116.1 - $131.42 $54.5K - $61.6K
3.42K $449K
IVE
Ishares S&P 500 Value ETF

ETFs
309
+ 24.37%
$181.06 - $197.17 $55.9K - $60.9K
1.58K $310K
FTLS
First Tr Long/Short Equity ETF

ETFs
1.01K
+ 6.42%
$60.73 - $63.8 $61.3K - $64.4K
16.7K $1.06M
ILMN
Illumina, Inc.

Healthcare
157
+ 7.33%
$105.28 - $135.9 $16.5K - $21.3K
2.3K $299K
FICO
Fair Isaac Corp

Technology
25
+ 41.67%
$1496.51 - $1947.38 $37.4K - $48.7K
85 $165K
BTI
British American Tobacco P.L.C.

Consumer Defensive
369
+ 3.36%
$31.07 - $39.36 $11.5K - $14.5K
11.3K $415K
FDN
First Tr Fd Dow Jones

ETFs
261
+ 9.54%
$183.68 - $212.48 $47.9K - $55.5K
3K $635K
FAAR
First Trust Vii Alternative Ab

ETFs
3.35K
+ 9.92%
$27.83 - $28.78 $93.3K - $96.4K
37.1K $1.03M
CMCSA
Comcast Corp

Communication Services
198
+ 0.8%
$37.33 - $41.78 $7.39K - $8.27K
25.1K $1.05M
FR
First Industrial Realty Trust Inc

Real Estate
9
+ 0.11%
$47.13 - $56.97 $424 - $513
8.57K $479K
LGOV
First Tr ETF Iv Long Duration

ETFs
989
+ 2.74%
$20.77 - $22.83 $20.5K - $22.6K
37.1K $832K
MPW
Medical Properties Trust Inc

Real Estate
6.94K
+ 36.32%
$4.03 - $6.38 $28K - $44.3K
26.1K $152K
REXR
Rexford Industrial Realty, Inc.

Real Estate
3
+ 0.03%
$44.45 - $52.25 $133 - $157
12K $602K
ESRT
Empire State Realty Trust, Inc.

Real Estate
64
+ 0.17%
$9.25 - $11.32 $592 - $724
38.6K $427K
BX
Blackstone Inc.

Financial Services
2
+ 0.09%
$120.77 - $159.66 $242 - $319
2.28K $348K
MO
Altria Group, Inc.

Consumer Defensive
136
+ 1.29%
$45.95 - $54.71 $6.25K - $7.44K
10.7K $543K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
568
+ 2.68%
$52.04 - $54.34 $29.6K - $30.9K
21.8K $1.18M
MLPA
Global X Mlp ETF

ETFs
1.31K
+ 37.64%
$45.78 - $49.84 $59.7K - $65K
4.77K $228K
FJP
First Trust Japan Alphadex Fun

ETFs
829
+ 18.37%
$46.62 - $54.91 $38.6K - $45.5K
5.34K $289K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
889
+ 12.38%
$49.07 - $50.44 $43.6K - $44.8K
8.07K $406K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.6K
+ 636.25%
$150.73 - $974.56 $241K - $1.56M
1.85K $294K
CME
Cme Group Inc.

Financial Services
21
+ 1.07%
$193.43 - $220.62 $4.06K - $4.63K
1.99K $438K
ESAB
Esab Corp

Industrials
420
+ 77.92%
$91.98 - $107.0 $38.6K - $44.9K
959 $101K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
622
+ 5654.55%
$74.26 - $78.84 $46.2K - $49K
633 $49K
PUK
Prudential PLC

Financial Services
2.21K
+ 6.49%
$16.07 - $19.33 $35.5K - $42.7K
36.2K $671K
OKE
Oneok Inc

Energy
68
+ 1.73%
$78.62 - $95.27 $5.35K - $6.48K
4K $364K
BLDR
Builders First Source, Inc.

Industrials
19
+ 2.6%
$132.6 - $201.83 $2.52K - $3.83K
750 $145K
AMH
American Homes 4 Rent

Real Estate
616
+ 3.88%
$34.87 - $41.14 $21.5K - $25.3K
16.5K $633K
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
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