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
EMGF
Ishares Msci Emerging Markets

ETFs
70
+ 18.72%
$44.02 - $50.58 $3.08K - $3.54K
444 $22K
MARB
First Tr Exchange Traded Fd Ii

ETFs
188
+ 2.51%
$19.66 - $20.13 $3.7K - $3.78K
7.68K $151K
MLM
Martin Marietta Materials Inc

Basic Materials
12
+ 3.02%
$502.48 - $593.35 $6.03K - $7.12K
410 $220K
ESS
Essex Property Trust, Inc.

Real Estate
9
+ 0.2%
$272.82 - $272.82 $2.46K - $2.46K
4.6K $1.26M
R
Ryder System Inc

Industrials
2
+ 1.27%
$117.21 - $148.66 $234 - $297
159 $23K
VTWO
Vanguard Russell 2000 ETF

ETFs
10
+ 2.82%
$81.17 - $90.77 $812 - $908
365 $32K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
60
+ 3.2%
$36.86 - $39.26 $2.21K - $2.36K
1.93K $73K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
63
+ 27.88%
$44.9 - $47.55 $2.83K - $3K
289 $13K
FTQI
First Trust ETF Vi First Trust

ETFs
119
+ 3.61%
$18.95 - $20.92 $2.26K - $2.49K
3.41K $69K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
10
+ 9.17%
$72.22 - $81.88 $722 - $819
119 $9K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
17
+ 0.97%
$24.98 - $25.63 $425 - $436
1.76K $44K
JWN
Nordstrom Inc

Consumer Cyclical
49
+ 49.0%
$21.09 - $23.82 $1.03K - $1.17K
149 $3K
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
1
+ 0.1%
N/A
1.03K $0
Pimco ETF Tr
6.15K
+ 32.27%
N/A
25.2K $0
ALCC
Alt C Acquisition Corp.

Financial Services
1.25K
+ 9.73%
N/A
14.1K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
35.2K
+ 1146.09%
N/A
38.3K $0
Pimco ETF Tr
345
+ 8.21%
N/A
4.55K $0
Dimensional ETF Trust
2.19K
+ 29.3%
N/A
9.67K $0
First Tr Exchange Traded Fd
5.62K
+ 15.71%
N/A
41.4K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
9.26K
+ 16.15%
N/A
66.5K $0
FTGS
First Tr Exchange Traded Fd Gr
15.2K
+ 118.23%
N/A
28.1K $0
Pimco ETF Tr
28.6K
+ 19.38%
N/A
176K $0
Canadian Pacific Kansas City
713
+ 7.72%
N/A
9.95K $0
Brookfield Corp
76
+ 10.97%
N/A
769 $0
Gsk PLC
2.29K
+ 19.07%
N/A
14.3K $0
Columbia ETF Tr I
117
+ 0.51%
N/A
23.1K $0
Healthcare Rlty Tr
7.98K
+ 48.76%
N/A
24.4K $0
HEIA
Heico Crp Cl A
40
+ 4.99%
N/A
842 $0
Dimensional ETF Trust
7.3K
+ 102.18%
N/A
14.4K $0
J P Morgan Exchange Traded F
7.44K
+ 7.87%
N/A
102K $0
Dimensional ETF Trust
690
+ 1971.43%
N/A
725 $0
Dimensional ETF Trust
2.14K
+ 80.26%
N/A
4.8K $0
Dimensional ETF Trust
2.09K
+ 1833.33%
N/A
2.2K $0
TUA
Simpl Exch Traded Fds Sht Term
2.53K
+ 16.82%
N/A
17.6K $0
Liberty Media Corp Del
86
+ 5.99%
N/A
1.52K $0
SCHW
Schwab Charles Corp

Financial Services
1.9K
+ 13.63%
$61.74 - $76.08 $117K - $145K
15.9K $1.03M
HST
Host Hotels & Resorts, Inc.

Real Estate
852
+ 2.0%
$15.92 - $18.86 $13.6K - $16.1K
43.5K $766K
DESP
Despegar.Com, Corp.

Consumer Cyclical
149
+ 1.15%
$9.97 - $14.49 $1.49K - $2.16K
13.1K $162K
XLE
Energy Sector Spdr

ETFs
707
+ 3.06%
$84.35 - $93.39 $59.6K - $66K
23.8K $2.09M
GPS
Gap Inc

Consumer Cyclical
82
+ 1.78%
$19.42 - $24.62 $1.59K - $2.02K
4.7K $94K
LPLA
Lpl Financial Holdings Inc.

Financial Services
92
+ 10.36%
$193.0 - $282.1 $17.8K - $26K
980 $228K
AGL
Agilon Health, Inc.

Healthcare
492
+ 4.75%
$3.21 - $7.52 $1.58K - $3.7K
10.8K $42K
DDOG
Datadog, Inc.

Technology
57
+ 2.08%
$104.97 - $134.56 $5.98K - $7.67K
2.8K $322K
BIIB
Biogen Inc.

Healthcare
124
+ 6.92%
$189.07 - $236.8 $23.4K - $29.4K
1.92K $371K
ENTG
Entegris Inc

Technology
39
+ 1.55%
$98.09 - $146.48 $3.83K - $5.71K
2.56K $288K
DELL
Dell Technologies Inc.

Technology
367
+ 6.75%
$87.89 - $145.97 $32.3K - $53.6K
5.81K $688K
CTAS
Cintas Corp

Industrials
1.55K
+ 165.52%
$201.38 - $819.83 $311K - $1.27M
2.48K $510K
QCOM
Qualcomm Inc

Technology
184
+ 1.18%
$156.12 - $209.64 $28.7K - $38.6K
15.7K $2.67M
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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