GeoWealth Management’s ACI Worldwide ACIW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-709	Closed	-$36.8K	–	1065
2024 Q4	$36.8K	Sell	709 -26	-4%	-$1.35K	﹤0.01%	1246
2024 Q3	$37.4K	Buy	+735	New	+$37.4K	﹤0.01%	1157