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
SAIC
Science Applications International Corp

Technology
-4
- 5.41%
$110.11 - $154.1 $440 - $616
70 $7K
JJSF
J&J Snack Foods Corp

Consumer Defensive
-4
- 3.42%
$155.13 - $179.02 $621 - $716
113 $17K
TROW
Price T Rowe Group Inc

Financial Services
-51
- 11.11%
$106.48 - $124.69 $5.43K - $6.36K
408 $46K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-59
- 98.33%
$55.86 - $60.21 $3.3K - $3.55K
1 $0
NIO
Nio Inc.

Consumer Cyclical
-306
- 46.15%
$4.31 - $7.21 $1.32K - $2.21K
357 $1K
CBSH
Commerce Bancshares Inc

Financial Services
-59
- 46.83%
$57.04 - $74.36 $3.37K - $4.39K
67 $4K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-55
- 23.21%
$101.51 - $140.63 $5.58K - $7.73K
182 $22K
ANSS
Ansys Inc

Technology
-37
- 7.72%
$313.05 - $361.45 $11.6K - $13.4K
442 $149K
ICF
Ishares Tr

ETFs
-24
- 36.92%
$58.8 - $66.61 $1.41K - $1.6K
41 $2K
CLF
Cleveland Cliffs Inc.

Basic Materials
-54
- 13.24%
$9.24 - $13.94 $499 - $753
354 $3K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-105
- 37.91%
$11.42 - $12.5 $1.2K - $1.31K
172 $1K
ENVX
Enovix Corp

Industrials
-203
- 86.02%
$8.03 - $12.81 $1.63K - $2.6K
33 $0
CPRT
Copart Inc

Consumer Cyclical
-467
- 9.43%
$51.36 - $63.8 $24K - $29.8K
4.48K $257K
IBP
Installed Building Products, Inc.

Consumer Cyclical
-7
- 53.85%
$174.32 - $254.42 $1.22K - $1.78K
6 $1K
ROK
Rockwell Automation, Inc

Industrials
-25
- 8.06%
$264.65 - $302.92 $6.62K - $7.57K
285 $81K
HRTX
Heron Therapeutics, Inc.

Healthcare
-1.29K
- 88.18%
$1.06 - $2.12 $1.37K - $2.74K
173 $0
WTRG
Essential Utilities, Inc.

Utilities
-16
- 3.79%
$36.18 - $40.55 $579 - $649
406 $14K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-50
- 6.1%
$7.17 - $12.28 $359 - $614
770 $5K
SAFT
Safety Insurance Group Inc

Financial Services
-18
- 23.68%
$78.13 - $88.3 $1.41K - $1.59K
58 $4K
RES
Rpc Inc

Energy
-267
- 10.12%
$5.63 - $7.14 $1.5K - $1.91K
2.37K $14K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-12
- 0.14%
$16.2 - $17.97 $194 - $216
8.35K $142K
CMA
Comerica Inc

Financial Services
-57
- 9.34%
$57.88 - $72.73 $3.3K - $4.15K
553 $34K
FDHY
Fidelity Covington Trust High

ETFs
-38
- 35.51%
$48.24 - $49.25 $1.83K - $1.87K
69 $3K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-2K
- 94.17%
$1.07 - $1.47 $2.14K - $2.94K
124 $0
FUL
Fuller H B CO

Basic Materials
-23
- 31.94%
$67.09 - $80.64 $1.54K - $1.85K
49 $3K
CGNX
Cognex Corp

Technology
-42
- 40.78%
$35.61 - $43.05 $1.5K - $1.81K
61 $2K
GGB
Gerdau S.A.

Basic Materials
-414
- 25.15%
$2.88 - $3.61 $1.19K - $1.49K
1.23K $3K
WAT
Waters Corp

Healthcare
-11
- 5.85%
$323.11 - $392.01 $3.55K - $4.31K
177 $65K
DX
Dynex Capital Inc

Real Estate
-111
- 34.69%
$12.07 - $12.72 $1.34K - $1.41K
209 $2K
ONON
On Holding Ag

Consumer Cyclical
-544
- 9.16%
$46.3 - $59.54 $25.2K - $32.4K
5.4K $295K
FPX
First Trust Us Equity Opportun

ETFs
-35
- 20.35%
$109.38 - $131.9 $3.83K - $4.62K
137 $16K
ITT
Itt Inc.

Industrials
-4
- 14.29%
$140.12 - $159.62 $560 - $638
24 $3K
RWT
Redwood Trust Inc

Real Estate
-18
- 13.04%
$6.44 - $7.7 $116 - $139
120 $0
GNL
Global Net Lease, Inc.

Real Estate
-54
- 13.4%
$7.02 - $8.61 $379 - $465
349 $2K
SSB
South State Corp

Financial Services
-4
- 12.12%
$94.05 - $111.93 $376 - $448
29 $2K
FSV
First Service Corp

Real Estate
-2
- 5.71%
$176.17 - $197.05 $352 - $394
33 $5K
AVA
Avista Corp

Utilities
-25
- 36.23%
$35.46 - $39.23 $887 - $981
44 $1K
RC
Ready Capital Corp

Real Estate
-155
- 82.01%
$6.71 - $7.57 $1.04K - $1.17K
34 $0
RLI
Rli Corp

Financial Services
-13
- 18.84%
$151.91 - $180.89 $1.97K - $2.35K
56 $9K
NRZ
New Residential Investment Corp.

Real Estate
-18
- 1.0%
N/A
1.79K $12K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-17
- 12.59%
$59.58 - $67.31 $1.01K - $1.14K
118 $7K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-1
- 33.33%
$409.8 - $533.17 $410 - $533
2 $0
ACIW
Aci Worldwide, Inc.

Technology
-26
- 3.54%
$48.81 - $59.2 $1.27K - $1.54K
709 $36K
ORI
Old Republic International Corp

Financial Services
-109
- 2.98%
$34.4 - $38.98 $3.75K - $4.25K
3.55K $128K
AWR
American States Water CO

Utilities
-11
- 35.48%
$77.72 - $87.27 $855 - $960
20 $1K
NWE
Northwestern Corp

Utilities
-8
- 5.88%
$50.44 - $57.24 $404 - $458
128 $6K
VTWO
Vanguard Russell 2000 ETF

ETFs
-7
- 1.92%
$87.42 - $98.06 $612 - $686
358 $31K
CFB
Crossfirst Bankshares, Inc.

Financial Services
-32
- 4.6%
$15.15 - $17.96 $485 - $575
663 $10K
VDC
Vanguard Consumer Staples ETF

ETFs
-1
- 5.26%
$210.96 - $223.62 $211 - $224
18 $3K
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
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email