Geo Wealth Management, LLC New Holdings in Q3 2024

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
0
New
$49.99 - $50.34 $0 - $0
0 $0
Aim ETF Products Trust
46.5K
New
N/A
46.5K $0
BOX
Box Inc

Technology
22
New
$24.92 - $33.45 $548 - $736
22 $0
Advisorshares Tr
0
New
N/A
0 $0
J P Morgan Exchange Traded F
3.02K
New
N/A
3.02K $0
Aim ETF Products Trust
62.9K
New
N/A
62.9K $0
Aim ETF Products Trust
9.98K
New
N/A
9.98K $0
ITRI
Itron, Inc.

Technology
5
New
$94.52 - $108.09 $473 - $540
5 $0
JIGB
Jpmorgan Tr Corporate Bond Res

ETFs
428
New
N/A
428 $0
Doubleline ETF Trust
199
New
N/A
199 $0
ICLN
Ishares

ETFs
0
New
$13.26 - $14.77 $0 - $0
0 $0
EVLV
Evolv Technologies Holdings, Inc.

Industrials
54
New
$2.41 - $4.47 $130 - $241
54 $0
BROS
Dutch Bros Inc.

Consumer Cyclical
6
New
$29.1 - $42.81 $175 - $257
6 $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8
New
$74.85 - $82.2 $599 - $658
8 $0
ALRM
Alarm.Com Holdings, Inc.

Technology
18
New
$53.5 - $71.19 $963 - $1.28K
18 $0
IYK
Ishares U.S. Consumer Staples

ETFs
0
New
$65.27 - $72.12 $0 - $0
0 $0
UVE
Universal Insurance Holdings, Inc.

Financial Services
45
New
$17.76 - $22.76 $799 - $1.02K
45 $0
IYC
Ishares U.S. Consumer Discreti

ETFs
0
New
$76.12 - $88.31 $0 - $0
0 $0
FLTR
Vaneck ETF Tr Investment Grade

ETFs
23
New
$25.19 - $25.5 $579 - $587
23 $0
Kenvue Inc
2.53K
New
N/A
2.53K $0
IYH
Ishares Tr

ETFs
1
New
$60.29 - $66.38 $60.3 - $66.4
1 $0
GUSH
Direxion Shs ETF Tr Daily S&P

ETFs
0
New
$26.17 - $36.7 $0 - $0
0 $0
Ferguson Enterprises Inc
322
New
N/A
322 $0
BOKF
Bok Financial Corp

Financial Services
6
New
$87.91 - $107.34 $527 - $644
6 $0
F&G Annuities & Life Inc
66
New
N/A
66 $0
Brookfield Asset Managmt LTD
204
New
N/A
204 $0
IYJ
Ishares Tr

ETFs
1
New
$118.32 - $133.67 $118 - $134
1 $0
CG
Carlyle Group Inc.

Financial Services
21
New
$37.24 - $49.74 $782 - $1.04K
21 $0
BHR
Braemar Hotels & Resorts Inc.

Real Estate
221
New
$2.49 - $3.87 $550 - $855
221 $0
IGF
Ishares Global Infrastructure

ETFs
0
New
$47.97 - $54.56 $0 - $0
0 $0
Victory Portfolios Ii
22.6K
New
N/A
22.6K $0
GBCI
Glacier Bancorp, Inc.

Financial Services
17
New
$36.29 - $47.47 $617 - $807
17 $0
Global X Fds
1.25K
New
N/A
1.25K $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
0
New
$75.47 - $83.18 $0 - $0
0 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
7
New
$61.11 - $67.85 $428 - $475
7 $0
APLD
Applied Blockchain, Inc.

Financial Services
53
New
$3.15 - $8.29 $167 - $439
53 $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
0
New
$45.2 - $47.87 $0 - $0
0 $0
ABR
Arbor Realty Trust Inc

Real Estate
60
New
$12.89 - $15.66 $773 - $940
60 $0
Coherent Corp
45
New
N/A
45 $0
OMER
Omeros Corp

Healthcare
12
New
$3.54 - $5.47 $42.5 - $65.6
12 $0
Atlassian Corporation
142
New
N/A
142 $0
JRI
Nuveen Real Asset Income & Growth Fund

Financial Services
0
New
$12.31 - $12.31 $0 - $0
0 $0
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
0
New
$7.45 - $8.23 $0 - $0
0 $0
JLS
Nuveen Mortgage & Income Fund

Financial Services
0
New
$17.83 - $18.45 $0 - $0
0 $0
Smurfit Westrock PLC
2.89K
New
N/A
2.89K $0
INFN
Infinera Corp

Technology
71
New
$5.63 - $6.89 $400 - $489
71 $0
Siriusxm Holdings Inc
976
New
N/A
976 $0
SFNC
Simmons First National Corp

Financial Services
23
New
$17.05 - $22.07 $392 - $508
23 $0
NG
Novagold Resources Inc

Basic Materials
203
New
$3.33 - $4.78 $676 - $970
203 $0
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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