Geo Wealth Management, LLC EXCHANGE LISTED FDS TR Transaction History

Geo Wealth Management, LLC

678,798

Previous 1,497,072 54.66%

Previous $0 NaN%

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	N/A	-818,274 Reduced 54.66%	678,798 $0
Q2 2025 Aug 13, 2025	SELL	N/A	-500,745 Reduced 25.06%	1,497,072 $0
Q1 2025 May 09, 2025	SELL	N/A	-125,415 Reduced 5.91%	1,997,817 $0
Q4 2024 Feb 13, 2025	BUY	N/A	60,611 Added 2.94%	2,123,232 $0
Q3 2024 Nov 12, 2024	SELL	N/A	-199,596 Reduced 8.82%	2,062,621 $0
Q2 2024 Aug 12, 2024	SELL	N/A	-254,226 Reduced 10.1%	2,262,217 $0
Q1 2024 May 15, 2024	SELL	N/A	-2,516,443 Closed	0 $0
Q1 2024 May 15, 2024	BUY	N/A	1,547,393 Added 159.68%	2,516,443 $0
Q4 2023 Feb 13, 2024	SELL	N/A	-55,111 Reduced 5.38%	969,050 $0
Q3 2023 Nov 13, 2023	SELL	N/A	-313,624 Reduced 23.44%	1,024,161 $0
Q2 2023 Aug 10, 2023	BUY	N/A	1,029,555 Added 334.02%	1,337,785 $0
Q1 2023 May 12, 2023	BUY	N/A	118,388 Added 62.36%	308,230 $6.21 Million
Q4 2022 Feb 13, 2023	BUY	N/A	455 Added 0.24%	189,842 $3.82 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-110,557 Reduced 36.86%	189,387 $3.99 Million
Q2 2022 Aug 12, 2022	BUY	N/A	26,674 Added 9.76%	299,944 $6.39 Million
Q1 2022 May 13, 2022	SELL	N/A	-22,753 Reduced 7.69%	273,270 $6.49 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-808,561 Reduced 73.2%	296,023 $8.01 Million
Q3 2021 Nov 12, 2021	BUY	N/A	1,104,584 New	1,104,584 $27.2 Million

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

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