Number of Shares
24,354
Previous 16,371 48.76%
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
Q3 2024

Nov 12, 2024

BUY
N/A
7,983 Added 48.76%
24,354 $0
Q2 2024

Aug 12, 2024

BUY
N/A
1,496 Added 10.06%
16,371 $0
Q1 2024

May 15, 2024

SELL
N/A
-14,875 Closed
0 $0
Q1 2024

May 15, 2024

BUY
N/A
14,875 New
14,875 $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.