Number of Shares
78,197
Previous 62,904 24.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

BUY
N/A
15,293 Added 24.31%
78,197 $0
Q1 2025

May 09, 2025

BUY
N/A
9,445 Added 17.67%
62,904 $0
Q4 2024

Feb 13, 2025

SELL
N/A
-9,458 Reduced 15.03%
53,459 $0
Q3 2024

Nov 12, 2024

BUY
N/A
62,917 New
62,917 $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.