Number of Shares
4,367
Previous 5,765 24.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
N/A
-1,398 Reduced 24.25%
4,367 $0
Q2 2024

Aug 12, 2024

SELL
N/A
-58,754 Reduced 91.06%
5,765 $0
Q1 2024

May 15, 2024

SELL
N/A
-64,519 Closed
0 $0
Q1 2024

May 15, 2024

BUY
N/A
64,072 Added 14333.78%
64,519 $0
Q4 2023

Feb 13, 2024

BUY
N/A
447 New
447 $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.