Geo Wealth Management, LLC Closed Holding Positions

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q1 2022 Filed on May 13, 2022
11,024
N/A
Osi ETF Tr
Q4 2021 Filed on Feb 14, 2022
4,713
N/A
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
15,096
$66.5 - $72.84 $1M - $1.1M
IPO
Renaissance Cap Greenwich Fds

ETFs
Q4 2021 Filed on Feb 14, 2022
25,835
$55.11 - $69.76 $1.42M - $1.8M
PRGO
Perrigo CO PLC

Healthcare
Q4 2021 Filed on Feb 14, 2022
4,575
$35.79 - $48.56 $164K - $222K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
Q4 2021 Filed on Feb 14, 2022
80,845
$35.7 - $39.01 $2.89M - $3.15M
DIV
Global X Superdividend Us ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
6,918
$19.62 - $20.88 $136K - $144K
AAXJ
Ishares Msci All Country Asia

ETFs
Q4 2021 Filed on Feb 14, 2022
33,745
$80.18 - $88.74 $2.71M - $2.99M
ATVI
Activision Blizzard, Inc.

Communication Services
Q3 2021 Filed on Nov 12, 2021
527
$72.81 - $94.4 $38.4K - $49.7K
AIA
Ishares S&P Asia 50 ETF

ETFs
Q3 2021 Filed on Nov 12, 2021
469
$77.54 - $90.86 $36.4K - $42.6K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q3 2021 Filed on Nov 12, 2021
1,885
$26.18 - $26.47 $49.3K - $49.9K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q3 2021 Filed on Nov 12, 2021
7,478
$118.69 - $138.49 $888K - $1.04M
CHIQ
Global X Msci China Consumer D

ETFs
Q3 2021 Filed on Nov 12, 2021
25,179
$27.52 - $34.74 $693K - $875K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q3 2021 Filed on Nov 12, 2021
41,999
$117.12 - $125.76 $4.92M - $5.28M
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 17, 2021
20,817
N/A
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q2 2021 Filed on Aug 17, 2021
8,014
$55.66 - $61.48 $446K - $493K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
Q2 2021 Filed on Aug 17, 2021
4,352
$29.95 - $31.8 $130K - $138K
General Electric CO
Q2 2021 Filed on Aug 17, 2021
31,944
N/A
Jp Morgan Exchange Traded Fd
Q1 2021 Filed on May 13, 2021
163,029
N/A
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
Q1 2021 Filed on May 13, 2021
9,942
$59.7 - $63.96 $594K - $636K
J P Morgan Exchange Traded F
Q1 2021 Filed on May 13, 2021
34,246
N/A
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
Q1 2021 Filed on May 13, 2021
65,419
$32.3 - $35.66 $2.11M - $2.33M
QQH
Northern Lts Fd Tr Iii Hcm Def

ETFs
Q1 2021 Filed on May 13, 2021
56,252
$38.28 - $44.84 $2.15M - $2.52M
Spdr Index Shs Fds
Q1 2021 Filed on May 13, 2021
1,495
N/A
FTSD
Franklin ETF Tr Liberty Short

ETFs
Q4 2020 Filed on Feb 12, 2021
3,804
$95.49 - $95.85 $363K - $365K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
Q3 2020 Filed on Nov 13, 2020
8,434
$49.21 - $49.89 $415K - $421K
BRK-A
Berkshire Hathaway Inc

Financial Services
Q3 2020 Filed on Nov 13, 2020
2
$267020.0 - $332840.0 $534K - $666K
CS
Credit Suisse Group Ag

Financial Services
Q3 2020 Filed on Nov 13, 2020
24,100
$9.48 - $11.56 $228K - $279K
HTEC
Robo Global Healthcare

ETFs
Q3 2020 Filed on Nov 13, 2020
18,326
$31.14 - $35.14 $571K - $644K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2020 Filed on Nov 13, 2020
41,577
$73.5 - $97.21 $3.06M - $4.04M
FIW
First Trust Water ETF

ETFs
Q3 2020 Filed on Nov 13, 2020
11,546
$54.89 - $62.23 $634K - $719K
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2020 Filed on Nov 13, 2020
16,795
$43.42 - $49.68 $729K - $834K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
Q3 2020 Filed on Nov 13, 2020
12,332
$10.45 - $11.28 $129K - $139K
Global X Fds
Q2 2020 Filed on Aug 14, 2020
14,000
N/A
United States Oil Fund LP
Q2 2020 Filed on Aug 14, 2020
12,030
N/A
Spdr Series Trust
Q2 2020 Filed on Aug 14, 2020
7,288
N/A
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Aug 14, 2020
9,081
$26.53 - $26.95 $241K - $245K
GQRE
Flexshares Tr Global Quality R

ETFs
Q2 2020 Filed on Aug 14, 2020
5,807
$43.19 - $56.33 $251K - $327K
Chevron Corp New
Q2 2020 Filed on Aug 14, 2020
3,198
N/A
Raytheon CO
Q2 2020 Filed on Aug 14, 2020
2,529
N/A
Ishares Tr
Q2 2020 Filed on Aug 14, 2020
49,351
N/A
MSBI
Midland States Bancorp, Inc.

Financial Services
Q1 2020 Filed on May 13, 2020
8,330
$14.01 - $28.9 $117K - $241K
United Technologies Corp
Q1 2020 Filed on May 13, 2020
2,521
N/A
USCI
United States Commodity Index Funds Trust

ETFs
Q1 2020 Filed on May 13, 2020
6,910
$13.03 - $17.98 $90K - $124K
RLY
Ssga Active ETF Tr

ETFs
Q1 2020 Filed on May 13, 2020
11,356
$17.05 - $25.54 $194K - $290K
HEZU
Ishares Currency Hedged Msci E

ETFs
Q1 2020 Filed on May 13, 2020
6,768
$20.27 - $33.12 $137K - $224K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q1 2020 Filed on May 13, 2020
7,532
$25.19 - $41.26 $190K - $311K
PSEC
Prospect Capital Corp

Financial Services
Q1 2020 Filed on May 13, 2020
14,600
$4.04 - $6.61 $59K - $96.5K
FFTI
Northern Lts Fd Tr Iv
Q1 2020 Filed on May 13, 2020
11,406
N/A
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