$143 Million is the total value of Geier Asset Management, Inc.'s 83 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PYPL | New | PAYPAL HLDGS INC | $559,000 | – | 1,919 | +100.0% | 0.39% | – |
| DKNG | New | DRAFTKINGS INC | $530,000 | – | 10,165 | +100.0% | 0.37% | – |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $202,000 | – | 1,343 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-12
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.