Geo Wealth Management, LLC Reduced Holdings in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-13
- 9.92%
$26.39 - $35.74 $343 - $465
118 $3K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-2
- 18.18%
$344.56 - $435.0 $689 - $870
9 $3K
ORI
Old Republic International Corp

Financial Services
-109
- 2.98%
$34.4 - $38.98 $3.75K - $4.25K
3.55K $128K
NWE
Northwestern Corp

Utilities
-8
- 5.88%
$50.44 - $57.24 $404 - $458
128 $6K
ACIW
Aci Worldwide, Inc.

Technology
-26
- 3.54%
$48.81 - $59.2 $1.27K - $1.54K
709 $36K
VDC
Vanguard Consumer Staples ETF

ETFs
-1
- 5.26%
$210.96 - $223.62 $211 - $224
18 $3K
ITT
Itt Inc.

Industrials
-4
- 14.29%
$140.12 - $159.62 $560 - $638
24 $3K
FINX
Global X Fds Fintech ETF (De)

ETFs
-804
- 10.75%
$27.48 - $34.32 $22.1K - $27.6K
6.67K $208K
GNL
Global Net Lease, Inc.

Real Estate
-54
- 13.4%
$7.02 - $8.61 $379 - $465
349 $2K
Wk Kellogg CO
-9
- 6.21%
N/A
136 $0
Two Rds Shared Tr
-558K
- 94.19%
N/A
34.4K $0
Two Rds Shared Tr
-347K
- 57.64%
N/A
255K $0
Siriusxm Holdings Inc
-116
- 11.89%
N/A
860 $0
Amentum Holdings Inc
-1.1K
- 88.7%
N/A
140 $0
AFG
American Financial Group Inc

Financial Services
-3
- 1.23%
$126.81 - $149.08 $380 - $447
240 $32K
Te Connectivity PLC
-125
- 3.93%
N/A
3.06K $0
APLD
Applied Blockchain, Inc.

Financial Services
-25
- 47.17%
$5.97 - $10.68 $149 - $267
28 $0
VMC
Vulcan Materials CO

Basic Materials
-14
- 2.88%
$237.95 - $292.31 $3.33K - $4.09K
472 $121K
VRSK
Verisk Analytics, Inc.

Industrials
-32
- 2.56%
$262.86 - $294.75 $8.41K - $9.43K
1.22K $335K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-14
- 11.29%
$47.26 - $48.18 $662 - $675
110 $5K
ABR
Arbor Realty Trust Inc

Real Estate
-48
- 80.0%
$13.66 - $15.64 $656 - $751
12 $0
Annaly Capital Management In
-435
- 15.73%
N/A
2.33K $0
ANIP
Ani Pharmaceuticals Inc

Healthcare
-10
- 34.48%
$53.35 - $61.74 $534 - $617
19 $1K
Aim ETF Products Trust
-9.46K
- 15.03%
N/A
53.5K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-14.5K
- 61.36%
N/A
9.1K $0
Aim ETF Products Trust
-7.48K
- 99.57%
N/A
32 $0
Veralto Corp
-72
- 11.37%
N/A
561 $0
SBSI
Southside Bancshares Inc

Financial Services
-10
- 21.74%
$31.67 - $37.22 $317 - $372
36 $1K
American Healthcare Reit Inc
-23
- 57.5%
N/A
17 $0
SNV
Synovus Financial Corp

Financial Services
-83
- 15.4%
$42.5 - $58.73 $3.53K - $4.87K
456 $23K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1
- 3.23%
$84.34 - $95.14 $84.3 - $95.1
30 $2K
HIGH
Simplify Exchange Traded Fds E
-4.16K
- 14.21%
N/A
25.1K $0
J P Morgan Exchange Traded F
-66
- 2.19%
N/A
2.95K $0
Cooper Cos Inc
-77
- 21.15%
N/A
287 $0
MATX
Matson, Inc.

Industrials
-1
- 3.13%
$131.18 - $167.37 $131 - $167
31 $4K
Crane Company
-2
- 1.24%
N/A
159 $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-333
- 5.9%
N/A
5.31K $0
Gsk PLC
-31
- 0.22%
N/A
14.2K $0
Bunge Global Sa
-47
- 13.66%
N/A
297 $0
Natwest Group PLC
-805
- 2.11%
N/A
37.3K $0
NNI
Nelnet Inc

Financial Services
-1
- 14.29%
$104.32 - $124.92 $104 - $125
6 $0
Ea Series Trust
-5.24K
- 20.82%
N/A
19.9K $0
Invesco Exch Traded Fd Tr Ii
-42
- 2.57%
N/A
1.6K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
-7.69K
- 11.56%
N/A
58.9K $0
ITGR
Integer Holdings Corp

Healthcare
-3
- 60.0%
$124.32 - $141.16 $373 - $423
2 $0
Coherent Corp
-2
- 4.44%
N/A
43 $0
ILCG
Ishares Morningstar Growth ETF
-5.48K
- 62.82%
N/A
3.24K $0
J P Morgan Exchange Traded F
-1.63K
- 14.59%
N/A
9.55K $0
JPHY
Jp Morgan High Yield Research

ETFs
-2.91K
- 25.91%
N/A
8.33K $0
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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