Ballentine Partners’s Great Elm Group GEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-40,000
Closed -$72.4K 945
2024
Q4
$72.4K Buy
+40,000
New +$72.4K ﹤0.01% 856