Geo Wealth Management, LLC Sells in Q4 2024

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-105K
- 77.29%
$164.89 - $177.66 $17.3M - $18.6M
30.8K $5.09M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-195K
- 7.43%
$34.13 - $37.35 $6.66M - $7.29M
2.43M $82.9M
TFLO
Ishares Treasury Floating Rate

ETFs
-285K
- 32.7%
$50.37 - $50.63 $14.4M - $14.4M
587K $29.6M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-59.5K
- 55.23%
$201.32 - $217.44 $12M - $12.9M
48.2K $9.98M
KRMA
Global X Fds Global X Consciou

ETFs
-277K
- 99.98%
$38.55 - $40.97 $10.7M - $11.4M
44 $1K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-100K
- 98.85%
$103.6 - $112.52 $10.4M - $11.3M
1.17K $122K
SPYG
Spdr Portfolio

ETFs
-131K
- 57.99%
$81.74 - $91.38 $10.7M - $12M
94.8K $8.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-68.1K
- 6.95%
$58.88 - $64.8 $4.01M - $4.41M
911K $53.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-141K
- 69.78%
$65.67 - $69.79 $9.29M - $9.87M
61.3K $4.11M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-108K
- 99.71%
N/A
319 $27K
GTO
Invesco Actively Managed ETF T

ETFs
-161K
- 21.64%
$46.33 - $48.41 $7.45M - $7.78M
582K $27M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-72.9K
- 99.98%
$118.0 - $127.04 $8.6M - $9.26M
12 $1K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
-292K
- 95.7%
$26.08 - $27.65 $7.6M - $8.06M
13.1K $342K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-112K
- 10.39%
$38.37 - $42.82 $4.32M - $4.82M
970K $37.2M
FTCS
First Trust Capital Strength E

ETFs
-81K
- 97.35%
$87.62 - $94.03 $7.1M - $7.62M
2.21K $194K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-154K
- 97.84%
$42.33 - $43.3 $6.53M - $6.68M
3.4K $144K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-351K
- 96.91%
$17.65 - $18.18 $6.2M - $6.38M
11.2K $197K
AOR
Ishares Tr Core Growth Allocat

ETFs
-103K
- 59.86%
$57.32 - $59.66 $5.93M - $6.17M
69.4K $3.98M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-46K
- 92.55%
$126.68 - $134.74 $5.83M - $6.2M
3.71K $472K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-433K
- 97.23%
$12.74 - $14.23 $5.52M - $6.16M
12.3K $160K
EEM
Ishares Msci Emerging Markets

ETFs
-123K
- 99.92%
$41.82 - $47.36 $5.16M - $5.85M
101 $4K
FCOR
Fidelity Merrimack Str Tr Corp

ETFs
-114K
- 90.63%
$46.38 - $48.42 $5.28M - $5.52M
11.8K $546K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-53K
- 80.99%
$96.64 - $101.23 $5.13M - $5.37M
12.5K $1.21M
DFAI
Dimensional ETF Tr

ETFs
-111K
- 15.39%
$29.0 - $31.6 $3.2M - $3.49M
608K $17.7M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-30K
- 80.0%
$154.42 - $163.91 $4.63M - $4.91M
7.49K $1.16M
IEF
Ishares Barclays

ETFs
-47.6K
- 82.34%
$92.08 - $98.18 $4.38M - $4.67M
10.2K $943K
AOK
Ishares Tr Core Conservative A

ETFs
-115K
- 59.94%
$37.3 - $38.64 $4.28M - $4.44M
76.7K $2.86M
VCIT
Vanguard Intermediate Term Cor

ETFs
-52.6K
- 79.4%
$80.13 - $83.77 $4.22M - $4.41M
13.6K $1.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-147K
- 45.13%
$28.6 - $29.27 $4.19M - $4.29M
178K $5.11M
NEAR
Blackrock Short Maturity Bond

ETFs
-84.4K
- 58.68%
$50.28 - $51.08 $4.24M - $4.31M
59.4K $3M
AVDV
American Centy ETF Tr Avantis

ETFs
-58.9K
- 67.01%
$63.85 - $70.4 $3.76M - $4.14M
29K $1.89M
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-140K
- 36.45%
$25.26 - $26.59 $3.54M - $3.73M
244K $6.2M
DSTL
ETF Ser Solution Distillate Us

ETFs
-62.3K
- 20.14%
$54.74 - $58.88 $3.41M - $3.67M
247K $13.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-40.7K
- 99.34%
$88.59 - $94.57 $3.61M - $3.85M
269 $23K
GLDM
World Gold Trust

ETFs
-68.6K
- 53.07%
$50.76 - $55.23 $3.48M - $3.79M
60.7K $3.15M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-34.5K
- 78.24%
$87.1 - $98.49 $3M - $3.39M
9.58K $836K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-44.8K
- 22.71%
$69.58 - $74.87 $3.12M - $3.36M
153K $10.7M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-123K
- 99.95%
$26.55 - $27.32 $3.26M - $3.35M
60 $1K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-27.3K
- 19.41%
$98.47 - $109.35 $2.69M - $2.99M
113K $11.2M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-32.9K
- 19.59%
$100.38 - $107.86 $3.3M - $3.55M
135K $13.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7.61K
- 23.31%
$481.22 - $538.17 $3.66M - $4.09M
25K $12.8M
AVEM
American Centy ETF Tr Avantis

ETFs
-31.3K
- 18.65%
$58.59 - $66.14 $1.83M - $2.07M
137K $8.03M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-58.7K
- 85.92%
$42.84 - $45.38 $2.52M - $2.67M
9.62K $413K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-22.7K
- 19.27%
$75.65 - $83.47 $1.72M - $1.9M
95.3K $7.25M
EUSB
Ishares Tr Esg Advanced Total

Technology
-56.6K
- 40.86%
$42.39 - $44.29 $2.4M - $2.51M
81.9K $3.48M
DFIC
Dimensional ETF Tr Dimensional

ETFs
-55.7K
- 11.2%
$25.61 - $28.0 $1.43M - $1.56M
441K $11.4M
SECT
Sector 10, Inc.

ETFs
-50.8K
- 11.48%
$53.17 - $57.82 $2.7M - $2.94M
391K $21.5M
TDSC
Exchange Listed Fds Tr Cabana

ETFs
-7.7K
- 0.37%
$24.43 - $26.01 $188K - $200K
2.06M $50.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-41.6K
- 94.02%
$51.54 - $52.55 $2.15M - $2.19M
2.65K $136K
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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