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
JBT
John Bean Technologies Corp

Industrials
-5
- 38.46%
$94.76 - $131.66 $474 - $658
8 $1K
Kenvue Inc
-294
- 11.61%
N/A
2.24K $0
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-1
- 0.1%
N/A
1.03K $0
Celestica Inc
-200
- 25.09%
N/A
597 $0
HDUS
Lattice Strategies Tr Hartford
-63
- 1.18%
N/A
5.27K $0
Liberty Media Corp Del
-349
- 22.93%
N/A
1.17K $0
LNW
Light & Wonder, Inc.

Consumer Cyclical
-4
- 18.18%
$85.22 - $103.55 $341 - $414
18 $1K
JGRO
J P Morgan Exchange Traded Fd
-1.15K
- 20.92%
N/A
4.36K $0
CHDN
Churchill Downs Inc

Consumer Cyclical
-1
- 50.0%
$129.55 - $147.45 $130 - $147
1 $0
Linde PLC
-331
- 10.59%
N/A
2.8K $0
H
Hyatt Hotels Corp

Consumer Cyclical
-3
- 27.27%
$143.07 - $164.62 $429 - $494
8 $1K
EEFT
Euronet Worldwide, Inc.

Technology
-20
- 3.94%
$96.0 - $106.61 $1.92K - $2.13K
487 $50K
Global X Fds
-606
- 38.8%
N/A
956 $0
PFGC
Performance Food Group CO

Consumer Defensive
-11
- 17.74%
$78.03 - $90.57 $858 - $996
51 $4K
GERN
Geron Corp

Healthcare
-5
- 4.95%
$3.3 - $4.44 $16.5 - $22.2
96 $0
Ge Healthcare Technologies I
-236
- 16.75%
N/A
1.17K $0
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1
- 50.0%
$26.61 - $29.85 $26.6 - $29.9
1 $0
J P Morgan Exchange Traded F
-8.38K
- 8.21%
N/A
93.6K $0
QS
Quantum Scape Corp

Consumer Cyclical
-18
- 3.86%
$4.73 - $6.5 $85.1 - $117
448 $2K
AZEK
Azek CO Inc.

Industrials
-2
- 0.6%
$42.23 - $54.76 $84.5 - $110
329 $15K
FTHI
First Trust Exchange Traded Fd

ETFs
-54
- 0.84%
$22.89 - $24.02 $1.24K - $1.3K
6.39K $148K
FTGS
First Tr Exchange Traded Fd Gr
-14.8K
- 52.84%
N/A
13.2K $0
First Tr Exchange Traded Fd
-26.8K
- 64.81%
N/A
14.6K $0
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-97
- 54.8%
$4.34 - $10.57 $421 - $1.03K
80 $0
PSN
Parsons Corp

Industrials
-2
- 22.22%
$92.25 - $113.31 $185 - $227
7 $0
THG
Hanover Insurance Group, Inc.

Financial Services
-15
- 4.34%
$144.81 - $165.01 $2.17K - $2.48K
331 $51K
OMF
One Main Holdings, Inc.

Financial Services
-69
- 10.33%
$45.27 - $57.43 $3.12K - $3.96K
599 $31K
FDS
Factset Research Systems Inc

Financial Services
-3
- 2.8%
$449.69 - $495.72 $1.35K - $1.49K
104 $49K
OTTR
Otter Tail Corp

Utilities
-4
- 5.41%
$73.59 - $85.52 $294 - $342
70 $5K
ALCC
Alt C Acquisition Corp.

Financial Services
-1.45K
- 10.28%
N/A
12.7K $0
HEIA
Heico Crp Cl A
-194
- 23.04%
N/A
648 $0
LBRT
Liberty Energy Inc.

Energy
-40
- 2.33%
$16.68 - $20.84 $667 - $834
1.68K $33K
LMND
Lemonade, Inc.

Financial Services
-4
- 8.0%
$15.65 - $51.81 $62.6 - $207
46 $1K
MARB
First Tr Exchange Traded Fd Ii

ETFs
-3
- 0.04%
$19.62 - $19.93 $58.9 - $59.8
7.68K $152K
GSAT
Globalstar, Inc.

Communication Services
-17
- 1.6%
$1.03 - $2.29 $17.5 - $38.9
1.05K $2K
BKU
Bank United, Inc.

Financial Services
-5
- 0.58%
$34.61 - $43.2 $173 - $216
852 $32K
TDY
Teledyne Technologies Inc

Technology
-1
- 2.5%
$436.59 - $489.24 $437 - $489
39 $18K
MGNI
Magnite, Inc.

Communication Services
-10
- 1.88%
$11.91 - $18.0 $119 - $180
521 $8K
SUM
Summit Materials, Inc.

Basic Materials
-11
- 8.8%
$36.82 - $51.66 $405 - $568
114 $5K
IXP
Ishares Global Comm Services E

ETFs
-71
- 2.18%
$92.71 - $102.47 $6.58K - $7.28K
3.19K $308K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-18
- 3.9%
$83.95 - $99.75 $1.51K - $1.8K
443 $39K
HP
Helmerich & Payne, Inc.

Energy
-45
- 3.28%
$30.3 - $36.81 $1.36K - $1.66K
1.33K $42K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-432
- 11.01%
$9.71 - $15.34 $4.19K - $6.63K
3.49K $46K
UEC
Uranium Energy Corp

Energy
-27
- 0.55%
$6.55 - $8.6 $177 - $232
4.86K $32K
ARES
Ares Management Corp

Financial Services
-3
- 2.08%
$153.38 - $183.7 $460 - $551
141 $24K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-1
- 0.2%
$174.04 - $205.27 $174 - $205
488 $88K
CIEN
Ciena Corp

Technology
-15
- 10.95%
$61.45 - $91.14 $922 - $1.37K
122 $10K
FNB
Fnb Corp

Financial Services
-331
- 3.11%
$13.56 - $17.29 $4.49K - $5.72K
10.3K $152K
PSTG
Pure Storage, Inc.

Technology
-143
- 16.03%
$48.19 - $66.6 $6.89K - $9.52K
749 $46K
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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