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
Kempharm Inc
Q4 2019 Filed on Feb 13, 2020
25,667
N/A
BIBL
Northern Lts Fd Tr Iv

ETFs
Q4 2019 Filed on Feb 13, 2020
8,366
$27.05 - $30.51 $226K - $255K
Alps ETF Tr
Q4 2019 Filed on Feb 13, 2020
31,732
N/A
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
Q4 2019 Filed on Feb 13, 2020
11,828
$25.57 - $25.9 $302K - $306K
MVV
Proshares Ultra Midcap400

ETFs
Q4 2019 Filed on Feb 13, 2020
5,425
$36.89 - $45.3 $200K - $246K
Fs Kkr Capital Corp
Q4 2019 Filed on Feb 13, 2020
28,456
N/A
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2019 Filed on Feb 13, 2020
9,056
$36.37 - $40.34 $329K - $365K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q4 2019 Filed on Feb 13, 2020
11,181
$50.59 - $53.39 $566K - $597K
BWX
Spdr Bloomberg International T

ETFs
Q4 2019 Filed on Feb 13, 2020
111,318
$28.31 - $28.95 $3.15M - $3.22M
Suntrust Bks Inc
Q4 2019 Filed on Feb 13, 2020
2,955
N/A
VOOV
Vanguard S&P 500 Value ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
3,754
$111.31 - $125.71 $418K - $472K
Wisdomtree Tr
Q4 2019 Filed on Feb 13, 2020
15,260
N/A
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
Q4 2019 Filed on Feb 13, 2020
1,408
$68.75 - $76.32 $96.8K - $107K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q4 2019 Filed on Feb 13, 2020
21,269
$37.75 - $42.41 $803K - $902K
Cerner Corp
Q4 2019 Filed on Feb 13, 2020
4,171
N/A
UWM
Proshares Ultra Russell 2000

ETFs
Q4 2019 Filed on Feb 13, 2020
3,469
$30.14 - $38.96 $105K - $135K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
Q4 2019 Filed on Feb 13, 2020
11,305
$26.72 - $30.41 $302K - $344K
FFHG
Northern Lts Fd Tr Iv Formula

ETFs
Q4 2019 Filed on Feb 13, 2020
24,967
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2019 Filed on Feb 13, 2020
5,393
$40.96 - $44.03 $221K - $237K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 13, 2020
6,204
$35.86 - $39.93 $222K - $248K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q4 2019 Filed on Feb 13, 2020
95,271
$28.58 - $29.63 $2.72M - $2.82M
Global X Fds
Q4 2019 Filed on Feb 13, 2020
42,889
N/A
Northern Lts Fd Tr Iv
Q4 2019 Filed on Feb 13, 2020
34,750
N/A
SPFF
Global X Superincome Preferred

ETFs
Q4 2019 Filed on Feb 13, 2020
22,499
$11.56 - $11.79 $260K - $265K
Global X Fds
Q4 2019 Filed on Feb 13, 2020
37,804
N/A
Northern Lts Fd Tr Iv
Q4 2019 Filed on Feb 13, 2020
21,183
N/A
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2019 Filed on Feb 13, 2020
9,873
$42.3 - $50.02 $418K - $494K
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2019 Filed on Feb 13, 2020
6,434
$44.55 - $48.54 $287K - $312K
Therapeuticsmd Inc
Q3 2019 Filed on Nov 14, 2019
12,500
N/A
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