Geo Wealth Management, LLC Portfolio Holdings

Geo Wealth Management, LLC

  • $2.92 Billion
  • Q4 2024

Geo Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.92 Billion distributed in 2047 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 $203M, Dimensional ETF Tr U S Core Eq with a value of $186M, Vanguard Index Fds S&P 500 ETF with a value of $163M, Vanguard Large Cap ETF with a value of $117M, and Vanguard Mun Bd Fds Tax Exempt with a value of $97M.

Examining the 13F form we can see an increase of $191M in the current position value, from $2.73B to 2.92B. Also it can be appreciated an additional of 226 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.

Portfolio value $2.92 Billion
ETFs: $2.3 Billion
Technology: $148 Million
Financial Services: $77.6 Million
Real Estate: $64.5 Million
Healthcare: $55.6 Million
Consumer Cyclical: $52.6 Million
Communication Services: $44.7 Million
Industrials: $34.1 Million
Other: $60.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$25B
$195,000 0.01% of portfolio
1,619
Q4 2024 Added 62.88%
$85.9B
$244,000 0.01% of portfolio
2,268
Q4 2024 Reduced 87.2%
$41.7B
$255,000 0.01% of portfolio
3,354
Q4 2024 Reduced 2.36%
$9.3B
$219,000 0.01% of portfolio
888
Q4 2024 Added 2,437.14%
$12.1B
$288,000 0.01% of portfolio
3,161
Q4 2024 Added 73.97%
$36B
$227,000 0.01% of portfolio
1,552
Q4 2024 Added 4.65%
$16B
$224,000 0.01% of portfolio
2,264
Q4 2024 Reduced 11.63%
$677M
$220,000 0.01% of portfolio
2,775
Q4 2024 Added 9,150.0%
$7.24B
$187,000 0.01% of portfolio
3,543
Q3 2024 New
$14.5B
$239,000 0.01% of portfolio
645
Q4 2024 Added 862.69%
$15.3B
$172,000 0.01% of portfolio
2,803
Q4 2024 Reduced 21.15%
$42.6B
$164,000 0.01% of portfolio
4,360
Q4 2024 Reduced 4.34%
$30.8B
$299,000 0.01% of portfolio
1,606
Q4 2024 Added 455.71%
$5.42B
$152,000 0.01% of portfolio
10,313
Q4 2024 Reduced 3.11%
$42.8B
$278,000 0.01% of portfolio
3,869
Q4 2024 Reduced 3.73%
$69.7B
$335,000 0.01% of portfolio
1,192
Q4 2024 Reduced 7.95%
$0
$433,000 0.01% of portfolio
8,763
Q4 2024 Added 16.54%
$0
$199,000 0.01% of portfolio
4,436
Q4 2024 Reduced 87.11%
$30.2B
$174,000 0.01% of portfolio
4,139
Q4 2024 Reduced 3.7%
$32.1B
$259,000 0.01% of portfolio
123
Q4 2024 Added 57.69%
$17B
$163,000 0.01% of portfolio
929
Q4 2024 Added 16.86%
$0
$152,000 0.01% of portfolio
7,676
Q4 2024 Reduced 0.04%
$0
$197,000 0.01% of portfolio
11,180
Q4 2024 Reduced 96.91%
$0
$160,000 0.01% of portfolio
2,970
Q4 2024 Reduced 71.13%
$0
$399,000 0.01% of portfolio
16,675
Q4 2024 Reduced 21.66%
$0
$232,000 0.01% of portfolio
1,954
Q4 2024 Reduced 9.91%
$0
$148,000 0.01% of portfolio
6,394
Q4 2024 Reduced 0.84%
$0
$194,000 0.01% of portfolio
2,210
Q4 2024 Reduced 97.35%
$0
$204,000 0.01% of portfolio
4,210
Q4 2024 Reduced 60.99%
$0
$177,000 0.01% of portfolio
9,398
Q4 2024 Reduced 57.61%
$0
$327,000 0.01% of portfolio
15,722
Q4 2024 Reduced 57.67%
$0
$338,000 0.01% of portfolio
4,311
Q4 2024 Reduced 67.97%
$0
$188,000 0.01% of portfolio
3,185
Q4 2024 Reduced 48.84%
$0
$413,000 0.01% of portfolio
9,624
Q4 2024 Reduced 85.92%
$0
$366,000 0.01% of portfolio
14,855
Q4 2024 Added 0.02%
$0
$208,000 0.01% of portfolio
2,728
Q4 2024 Reduced 80.22%
$0
$336,000 0.01% of portfolio
3,228
Q4 2024 Added 1,040.64%
$0
$304,000 0.01% of portfolio
6,981
Q4 2024 Reduced 76.73%
$22.9B
$210,000 0.01% of portfolio
5,296
Q4 2024 Added 0.36%
$19.2B
$244,000 0.01% of portfolio
6,377
Q4 2024 Added 798.17%
$4.61B
$354,000 0.01% of portfolio
7,299
Q4 2024 Added 49.42%
$37.4B
$298,000 0.01% of portfolio
30,119
Q4 2024 Added 12.01%
$88B
$221,000 0.01% of portfolio
2,348
Q4 2024 Reduced 2.17%
$28.5B
$149,000 0.01% of portfolio
1,999
Q4 2024 Reduced 7.11%
$0
$186,000 0.01% of portfolio
6,530
Q4 2024 Reduced 2.13%
$56.4B
$158,000 0.01% of portfolio
4,168
Q4 2024 Reduced 17.3%
$40.8B
$382,000 0.01% of portfolio
1,853
Q4 2024 Reduced 65.2%
$40.7B
$319,000 0.01% of portfolio
660
Q4 2024 Reduced 22.99%
$68.7B
$192,000 0.01% of portfolio
3,613
Q4 2024 Reduced 0.82%

Summary

  • Portfolio
  • No. of Stocks 2,047
  • Current Value $2.92 Billion
  • Prior Value $2.73 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 226 stocks
  • Additional Purchases 753 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 716 stocks
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