Geo Wealth Management, LLC Portfolio Holdings
Geo Wealth Management, LLC
- $2.48 Billion
- Q1 2024
Geo Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $2.48 Billion distributed in 1137 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $157M, Vanguard Index Fds S&P 500 ETF with a value of $109M, Vanguard Large Cap ETF with a value of $95.3M, Dimensional ETF Tr U S Core Eq with a value of $91.2M, and Spdr Ser Tr Fds Spdr Portfolio with a value of $81.3M.
Examining the 13F form we can see an increase of $1.3B in the current position value, from $1.18B to 2.48B. Also it can be appreciated an additional of 245 stocks purchases and 1 closed positions.
Geo Wealth Management, LLC is based out at Chicago, IL
Below you can find more details about Geo Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,137
- Current Value $2.48 Billion
- Prior Value $1.18 Billion
- Filing
- Period Q1 2024
- Filing Date May 15, 2024
- Form Type 13F-HR/A
- Activity in Q1 2024
- New Purchases 245 stocks
- Additional Purchases 416 stocks
- Sold out of 1 stocks
- Reduced holdings in 186 stocks