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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-166
- 29.64%
$114.08 - $125.68 $18.9K - $20.9K
394 $45K
VPN
Global X Fds Data Ctr Reits &

ETFs
-1.55K
- 11.54%
N/A
11.9K $188K
NSA
National Storage Affiliates Trust

Real Estate
-6
- 0.25%
$37.2 - $47.44 $223 - $285
2.4K $91K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-29
- 10.03%
$1146.59 - $1270.6 $33.3K - $36.8K
260 $308K
GPRK
Geo Park LTD

Energy
-4.01K
- 43.54%
$7.77 - $11.24 $31.2K - $45.1K
5.2K $48K
LDOS
Leidos Holdings, Inc.

Technology
-36
- 3.81%
$143.17 - $201.39 $5.15K - $7.25K
909 $130K
EXAS
Exact Sciences Corp

Healthcare
-48
- 2.62%
$49.33 - $71.97 $2.37K - $3.45K
1.79K $100K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-375
- 19.38%
$127.59 - $153.41 $47.8K - $57.5K
1.56K $224K
WEC
Wec Energy Group, Inc.

Utilities
-233
- 25.58%
$92.94 - $101.82 $21.7K - $23.7K
678 $63K
MRNA
Moderna, Inc.

Healthcare
-201
- 32.74%
$36.85 - $63.93 $7.41K - $12.8K
413 $17K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-1.3K
- 14.57%
$9.25 - $10.62 $12K - $13.8K
7.61K $73K
PNW
Pinnacle West Capital Corp

Utilities
-223
- 28.59%
$84.03 - $94.52 $18.7K - $21.1K
557 $47K
USB
Us Bancorp \De\

Financial Services
-681
- 13.78%
$43.98 - $53.66 $30K - $36.5K
4.26K $203K
L
Loews Corp

Financial Services
-310
- 38.37%
$76.49 - $87.05 $23.7K - $27K
498 $42K
FNF
Fidelity National Financial, Inc.

Financial Services
-309
- 49.36%
$55.19 - $63.83 $17.1K - $19.7K
317 $17K
PAMC
Pacer Fds Tr Lunt Midcap Multi

Technology
-530
- 2.93%
$45.67 - $50.69 $24.2K - $26.9K
17.5K $814K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-342
- 99.71%
$56.27 - $69.89 $19.2K - $23.9K
1 $0
INKM
Ssga Active ETF Tr

ETFs
-626
- 96.6%
$31.28 - $32.87 $19.6K - $20.6K
22 $0
CINF
Cincinnati Financial Corp

Financial Services
-188
- 25.34%
$132.86 - $160.16 $25K - $30.1K
554 $79K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-71
- 7.14%
$238.25 - $261.28 $16.9K - $18.6K
924 $223K
FTV
Fortive Corp

Technology
-153
- 7.11%
$71.16 - $79.68 $10.9K - $12.2K
2K $149K
CFG
Citizens Financial Group Inc

Financial Services
-668
- 20.08%
$39.92 - $48.46 $26.7K - $32.4K
2.66K $116K
EXC
Exelon Corp

Utilities
-198
- 4.34%
$36.22 - $40.97 $7.17K - $8.11K
4.36K $164K
MLI
Mueller Industries Inc

Industrials
-962
- 9.02%
$71.2 - $95.34 $68.5K - $91.7K
9.7K $770K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-532
- 11.82%
$27.8 - $29.05 $14.8K - $15.5K
3.97K $110K
HES
Hess Corp

Energy
-136
- 23.9%
$127.66 - $148.65 $17.4K - $20.2K
433 $57K
AGNC
Agnc Investment Corp.

Real Estate
-1.56K
- 33.35%
$9.21 - $10.59 $14.3K - $16.5K
3.11K $28K
ETN
Eaton Corp PLC

Industrials
-63
- 1.8%
$326.96 - $377.52 $20.6K - $23.8K
3.44K $1.14M
QDIV
Global X Funds S&P 500 Quality

ETFs
-318
- 6.75%
$34.38 - $37.18 $10.9K - $11.8K
4.4K $152K
HBAN
Huntington Bancshares Inc

Financial Services
-1.98K
- 23.02%
$14.18 - $18.2 $28K - $36K
6.61K $107K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.3K
- 5.52%
$17.93 - $18.8 $23.3K - $24.4K
22.2K $405K
FDX
Fedex Corp

Industrials
-103
- 7.95%
$260.5 - $305.15 $26.8K - $31.4K
1.19K $335K
TECK
Teck Resources LTD

Basic Materials
-22
- 1.4%
$39.99 - $52.38 $880 - $1.15K
1.54K $62K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-91
- 27.49%
$242.7 - $295.49 $22.1K - $26.9K
240 $68K
IAK
Ishares Tr

ETFs
-140
- 98.59%
$123.78 - $138.16 $17.3K - $19.3K
2 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
-38
- 26.39%
$424.05 - $524.22 $16.1K - $19.9K
106 $49K
CTSH
Cognizant Technology Solutions Corp

Technology
-235
- 10.81%
$74.37 - $82.32 $17.5K - $19.3K
1.94K $149K
AON
Aon PLC

Financial Services
-84
- 8.0%
$344.14 - $393.31 $28.9K - $33K
966 $346K
PPL
Ppl Corp

Utilities
-260
- 1.91%
$31.47 - $35.0 $8.18K - $9.1K
13.4K $433K
ALC
Alcon Inc

Healthcare
-138
- 41.44%
$83.87 - $99.15 $11.6K - $13.7K
195 $16K
PEAK
Healthpeak Properties, Inc.

Real Estate
-874
- 2.72%
N/A
31.3K $593K
ALGN
Align Technology Inc

Healthcare
-22
- 8.06%
$205.03 - $245.32 $4.51K - $5.4K
251 $52K
TRV
Travelers Companies, Inc.

Financial Services
-92
- 10.6%
$225.97 - $266.66 $20.8K - $24.5K
776 $186K
ROST
Ross Stores, Inc.

Consumer Cyclical
-117
- 10.46%
$138.59 - $156.61 $16.2K - $18.3K
1K $151K
NGVT
Ingevity Corp

Basic Materials
-448
- 65.21%
$31.62 - $50.21 $14.2K - $22.5K
239 $9K
HE
Hawaiian Electric Industries Inc

Utilities
-1.69K
- 43.94%
$9.12 - $10.98 $15.4K - $18.6K
2.16K $21K
LYV
Live Nation Entertainment, Inc.

Communication Services
-215
- 36.38%
$109.06 - $140.54 $23.4K - $30.2K
376 $48K
NDSN
Nordson Corp

Industrials
-31
- 17.22%
$208.83 - $264.36 $6.47K - $8.2K
149 $31K
FLJP
Franklin Templeton ETF Tr

ETFs
-142
- 2.13%
$28.25 - $30.5 $4.01K - $4.33K
6.53K $186K
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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