Geo Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.2 Billion distributed in 1142 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 $162M, Vanguard Index Fds S&P 500 ETF with a value of $120M, Vanguard Large Cap ETF with a value of $103M, Dimensional ETF Tr U S Core Eq with a value of $90.7M, and Vanguard Mun Bd Fds Tax Exempt with a value of $82M.
Examining the 13F form we can see an decrease of $279M in the current position value, from $2.48B to 2.2B.
Also it can be appreciated an additional of 111 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.