$122 Million is the total value of Geier Asset Management, Inc.'s 83 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-03-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO QQQ TR | 3 | Q2 2021 | 10.7% |
VANGUARD SPECIALIZED FUNDS | 3 | Q2 2021 | 5.8% |
AMAZON COM INC | 3 | Q2 2021 | 5.7% |
MICROSOFT CORP | 3 | Q2 2021 | 4.9% |
ISHARES TR | 3 | Q2 2021 | 4.5% |
ALPHABET INC | 3 | Q2 2021 | 3.6% |
ISHARES TR | 3 | Q2 2021 | 3.8% |
APPLE INC | 3 | Q2 2021 | 3.1% |
HOME DEPOT INC | 3 | Q2 2021 | 3.3% |
JPMORGAN CHASE & CO | 3 | Q2 2021 | 2.9% |
View Geier Asset Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2021-07-12 |
13F-HR | 2021-05-04 |
13F-HR | 2021-03-04 |
View Geier Asset Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.