Number of Shares
531
Previous 438 21.23%
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
93 Added 21.23%
531 $0
Q1 2025

May 09, 2025

SELL
N/A
-1,061 Reduced 70.78%
438 $0
Q4 2024

Feb 13, 2025

BUY
N/A
938 Added 167.2%
1,499 $0
Q3 2024

Nov 12, 2024

BUY
N/A
561 New
561 $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.