Geo Wealth Management, LLC HEALTHCARE RLTY TR Transaction History

Geo Wealth Management, LLC

  • $2.4 Billion
  • Q2 2025
Number of Shares
26,624
Previous 27,218 2.18%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-594 Reduced 2.18%
26,624 $0
Q1 2025

May 09, 2025
SELL
N/A
-1,491 Reduced 5.19%
27,218 $0
Q4 2024

Feb 13, 2025
BUY
N/A
4,355 Added 17.88%
28,709 $0
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.

Choose your preferred platform and Sign Up 👇 Telegram Email