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
PNW
Pinnacle West Capital Corp

Utilities
780
New
$75.52 - $91.31 $58.9K - $71.2K
780 $69K
ALGN
Align Technology Inc

Healthcare
273
New
$204.03 - $257.2 $55.7K - $70.2K
273 $69K
SHG
Shinhan Financial Group CO LTD

Financial Services
1.98K
New
$34.61 - $34.61 $68.6K - $68.6K
1.98K $68K
MMSI
Merit Medical Systems Inc

Healthcare
692
New
$84.12 - $100.23 $58.2K - $69.4K
692 $68K
IEO
Ishares Tr

ETFs
745
New
$88.52 - $101.16 $65.9K - $75.4K
745 $68K
LVHI
Franklin International Low Vol

ETFs
2.16K
New
$28.72 - $31.28 $62K - $67.6K
2.16K $67K
KNSL
Kinsale Capital Group, Inc.

Financial Services
144
New
$370.41 - $491.09 $53.3K - $70.7K
144 $67K
TRGP
Targa Resources Corp.

Energy
459
New
$127.86 - $156.46 $58.7K - $71.8K
459 $67K
VFC
V F Corp

Consumer Cyclical
3.37K
New
$12.74 - $19.95 $42.9K - $67.3K
3.37K $67K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
663
New
$98.99 - $101.51 $65.6K - $67.3K
663 $67K
WAT
Waters Corp

Healthcare
188
New
$282.7 - $359.89 $53.1K - $67.7K
188 $67K
WST
West Pharmaceutical Services Inc

Healthcare
221
New
$277.16 - $333.3 $61.3K - $73.7K
221 $66K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.06K
New
$56.29 - $62.74 $59.5K - $66.3K
1.06K $66K
KRG
Kite Realty Group Trust

Real Estate
2.48K
New
$21.76 - $26.86 $53.9K - $66.6K
2.48K $65K
TER
Teradyne, Inc

Technology
491
New
$114.25 - $163.0 $56.1K - $80K
491 $65K
UTG
Reaves Utility Income Fund

Financial Services
2K
New
$27.16 - $32.8 $54.3K - $65.6K
2K $65K
DVA
Davita Inc.

Healthcare
402
New
$133.98 - $165.19 $53.9K - $66.4K
402 $65K
RIO
Rio Tinto PLC

Basic Materials
919
New
$59.71 - $71.21 $54.9K - $65.4K
919 $65K
CASY
Caseys General Stores Inc

Consumer Cyclical
175
New
$354.52 - $391.16 $62K - $68.5K
175 $65K
LYV
Live Nation Entertainment, Inc.

Communication Services
591
New
$88.06 - $109.5 $52K - $64.7K
591 $64K
ENPH
Enphase Energy, Inc.

Technology
570
New
$95.77 - $123.65 $54.6K - $70.5K
570 $64K
L
Loews Corp

Financial Services
808
New
$73.76 - $81.96 $59.6K - $66.2K
808 $63K
GL
Globe Life Inc.

Financial Services
597
New
$80.92 - $109.6 $48.3K - $65.4K
597 $63K
AER
Aer Cap Holdings N.V.

Industrials
662
New
$86.24 - $98.28 $57.1K - $65.1K
662 $62K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
565
New
$91.94 - $113.13 $51.9K - $63.9K
565 $62K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.66K
New
$36.06 - $37.66 $59.9K - $62.6K
1.66K $62K
HLN
Haleon PLC

Healthcare
5.9K
New
$8.32 - $10.7 $49.1K - $63.1K
5.9K $62K
COIN
Coinbase Global, Inc.

Technology
352
New
$147.09 - $265.15 $51.8K - $93.3K
352 $62K
TFX
Teleflex Inc

Healthcare
251
New
$211.25 - $247.28 $53K - $62.1K
251 $62K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
576
New
$104.47 - $116.17 $60.2K - $66.9K
576 $62K
TTD
Trade Desk, Inc.

Technology
558
New
$83.08 - $110.79 $46.4K - $61.8K
558 $61K
LQDA
Liquidia Corp

Healthcare
5.99K
New
$8.9 - $14.11 $53.3K - $84.6K
5.99K $59K
PFFA
Etfis Ser Tr I

ETFs
2.62K
New
$20.94 - $22.98 $54.9K - $60.2K
2.62K $59K
HOLX
Hologic Inc

Healthcare
736
New
$73.48 - $83.64 $54.1K - $61.6K
736 $59K
VTRS
Viatris Inc

Healthcare
5K
New
$10.32 - $12.13 $51.6K - $60.7K
5K $58K
CPB
Campbell Soup CO

Consumer Defensive
1.2K
New
$45.01 - $51.89 $54.1K - $62.3K
1.2K $58K
MANH
Manhattan Associates Inc

Technology
204
New
$218.59 - $286.0 $44.6K - $58.3K
204 $57K
WTFC
Wintrust Financial Corp

Financial Services
532
New
$96.43 - $111.89 $51.3K - $59.5K
532 $57K
INCY
Incyte Corp

Healthcare
864
New
$57.33 - $68.61 $49.5K - $59.3K
864 $57K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.57K
New
$31.97 - $37.3 $50.2K - $58.6K
1.57K $56K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.78K
New
$29.02 - $33.61 $51.6K - $59.8K
1.78K $56K
WCC
Wesco International Inc

Industrials
339
New
$149.47 - $183.24 $50.7K - $62.1K
339 $56K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
680
New
$72.41 - $86.76 $49.2K - $59K
680 $56K
ASX
Ase Technology Holding Co., Ltd.

Technology
5.74K
New
$8.6 - $12.5 $49.4K - $71.8K
5.74K $56K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
3.57K
New
$14.84 - $16.4 $52.9K - $58.5K
3.57K $55K
LNT
Alliant Energy Corp

Utilities
919
New
$50.74 - $60.74 $46.6K - $55.8K
919 $55K
CRUS
Cirrus Logic, Inc.

Technology
444
New
$112.86 - $145.69 $50.1K - $64.7K
444 $55K
LUV
Southwest Airlines CO

Industrials
1.89K
New
$23.7 - $29.93 $44.7K - $56.4K
1.89K $55K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
514
New
$72.18 - $107.33 $37.1K - $55.2K
514 $54K
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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