Geo Wealth Management, LLC New Holdings in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBW
Build A Bear Workshop Inc

Consumer Cyclical
379
New
$32.66 - $47.94 $12.4K - $18.2K
379 $17K
MP
Mp Materials Corp.

Basic Materials
1.09K
New
$15.6 - $23.11 $17K - $25.1K
1.09K $16K
CRI
Carters Inc

Consumer Cyclical
303
New
$50.33 - $67.47 $15.2K - $20.4K
303 $16K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
350
New
$41.88 - $50.49 $14.7K - $17.7K
350 $16K
OZK
Bank Ozk

Financial Services
347
New
$41.39 - $50.55 $14.4K - $17.5K
347 $15K
ROKU
Roku, Inc

Communication Services
209
New
$64.08 - $84.12 $13.4K - $17.6K
209 $15K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
398
New
$37.81 - $38.94 $15K - $15.5K
398 $15K
PENN
Penn National Gaming Inc

Consumer Cyclical
660
New
$18.13 - $22.34 $12K - $14.7K
660 $13K
TOST
Toast, Inc.

Technology
379
New
$27.43 - $43.54 $10.4K - $16.5K
379 $13K
PACB
Pacific Biosciences Of California, Inc.

Healthcare
7.56K
New
$1.55 - $2.65 $11.7K - $20K
7.56K $13K
ESI
Element Solutions Inc

Basic Materials
479
New
$24.64 - $29.33 $11.8K - $14K
479 $12K
POST
Post Holdings, Inc.

Consumer Defensive
107
New
$106.14 - $120.72 $11.4K - $12.9K
107 $12K
TRMB
Trimble Inc.

Technology
175
New
$60.21 - $75.4 $10.5K - $13.2K
175 $12K
WOLF
Wolfspeed, Inc.

Technology
1.67K
New
$6.44 - $16.2 $10.8K - $27.1K
1.67K $11K
AHG
Akso Health Group

Financial Services
7.48K
New
$0.74 - $1.84 $5.54K - $13.8K
7.48K $11K
PRI
Primerica, Inc.

Financial Services
37
New
$265.71 - $304.93 $9.83K - $11.3K
37 $10K
AAON
Aaon, Inc.

Industrials
90
New
$106.25 - $140.75 $9.56K - $12.7K
90 $10K
DHT
Dht Holdings, Inc.

Energy
1.16K
New
$8.89 - $12.06 $10.3K - $13.9K
1.16K $10K
PFF
Ishares Trust Ishares Pfd And

ETFs
313
New
$31.23 - $33.51 $9.77K - $10.5K
313 $9K
IJK
Ishares S&P Midcap 400 Growth

ETFs
89
New
$90.66 - $99.46 $8.07K - $8.85K
89 $8K
KWEB
Kraneshares Tr Csi China Inter

ETFs
300
New
$29.11 - $38.87 $8.73K - $11.7K
300 $8K
SNDR
Schneider National, Inc.

Industrials
284
New
$26.97 - $33.61 $7.66K - $9.55K
284 $8K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
77
New
$105.85 - $112.84 $8.15K - $8.69K
77 $8K
BLD
Top Build Corp

Industrials
24
New
$308.96 - $414.77 $7.42K - $9.95K
24 $7K
CALM
Cal Maine Foods Inc

Consumer Defensive
69
New
$75.41 - $112.24 $5.2K - $7.74K
69 $7K
ICLN
Ishares

ETFs
626
New
$11.35 - $14.51 $7.11K - $9.08K
626 $7K
GGG
Graco Inc

Industrials
74
New
$81.45 - $92.29 $6.03K - $6.83K
74 $6K
PLXS
Plexus Corp

Technology
40
New
$133.8 - $168.44 $5.35K - $6.74K
40 $6K
JPEM
Jp Morgan Diversified Return

ETFs
98
New
$51.88 - $57.84 $5.08K - $5.67K
98 $5K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
434
New
$10.4 - $12.75 $4.51K - $5.53K
434 $5K
RRC
Range Resources Corp

Energy
140
New
$29.77 - $36.41 $4.17K - $5.1K
140 $5K
OSIS
Osi Systems Inc

Technology
30
New
$131.41 - $187.75 $3.94K - $5.63K
30 $5K
SEIC
Sei Investments CO

Financial Services
66
New
$69.36 - $86.58 $4.58K - $5.71K
66 $5K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
38
New
$107.98 - $143.92 $4.1K - $5.47K
38 $5K
PPTA
Perpetua Resources Corp.

Basic Materials
458
New
$8.86 - $12.8 $4.06K - $5.86K
458 $4K
ENOV
Enovis Corp

Industrials
93
New
$38.5 - $49.33 $3.58K - $4.59K
93 $4K
LITE
Lumentum Holdings Inc.

Technology
53
New
$61.49 - $94.9 $3.26K - $5.03K
53 $4K
BSY
Bentley Systems Inc

Technology
87
New
$46.59 - $51.09 $4.05K - $4.44K
87 $4K
RPV
Invesco Exchange Traded Fd Tr

ETFs
54
New
$87.41 - $97.21 $4.72K - $5.25K
54 $4K
FRSH
Freshworks Inc.

Technology
279
New
$10.88 - $17.02 $3.04K - $4.75K
279 $4K
VLY
Valley National Bancorp

Financial Services
389
New
$8.7 - $10.78 $3.38K - $4.19K
389 $3K
LMB
Limbach Holdings, Inc.

Industrials
38
New
$73.58 - $104.25 $2.8K - $3.96K
38 $3K
CFLT
Confluent, Inc.

Technology
142
New
$18.9 - $33.66 $2.68K - $4.78K
142 $3K
IAUX
I 80 Gold Corp.
6.34K
New
$0.35 - $1.19 $2.22K - $7.54K
6.34K $3K
VOT
Vanguard Mid Cap Growth Index

ETFs
10
New
$241.48 - $274.89 $2.41K - $2.75K
10 $2K
AUB
Atlantic Union Bankshares Corp

Financial Services
62
New
$36.13 - $43.55 $2.24K - $2.7K
62 $2K
PTCT
Ptc Therapeutics, Inc.

Healthcare
46
New
$34.99 - $52.07 $1.61K - $2.4K
46 $2K
CHWY
Chewy, Inc.

Consumer Cyclical
79
New
$26.51 - $35.87 $2.09K - $2.83K
79 $2K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
44
New
N/A
44 $2K
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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