GeoWealth Management’s Ameren AEE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$44.6K Sell
464
-7
-1% -$672 ﹤0.01% 961
2025
Q1
$47.3K Sell
471
-571
-55% -$57.3K ﹤0.01% 898
2024
Q4
$92.9K Sell
1,042
-51
-5% -$4.55K ﹤0.01% 993
2024
Q3
$95.6K Buy
+1,093
New +$95.6K ﹤0.01% 905