GEOMETRIC WEALTH ADVISORS
GEOMETRIC WEALTH ADVISORS runs GEOMETRIC WEALTH ADVISORS and currently holds 84 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $798.64M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. GEOMETRIC WEALTH ADVISORS ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, GEOMETRIC WEALTH ADVISORS's portfolio at GEOMETRIC WEALTH ADVISORS has delivered returns of +21.46%. Their 3-year annualized return is +49.35%. Looking at the 5-year horizon, GEOMETRIC WEALTH ADVISORS has achieved +46.61% annualized returns at GEOMETRIC WEALTH ADVISORS.
Portfolio Value
$798.64M
Alpha Score
37.8
#0 of 1000
Holdings
84
0 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|