GeoWealth Management’s Allete ALE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-209	Closed	-$13.5K	–	1083
2024 Q4	$13.5K	Buy	209 +3	+1%	+$194	﹤0.01%	1450
2024 Q3	$13.2K	Buy	+206	New	+$13.2K	﹤0.01%	1339