GeoWealth Management’s Arm ARM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.5K	Buy	+263	New	+$42.5K	﹤0.01%	971
2025 Q1	–	Sell	-263	Closed	-$32.4K	–	1103
2024 Q4	$32.4K	Buy	263 +92	+54%	+$11.3K	﹤0.01%	1275
2024 Q3	$24.5K	Buy	+171	New	+$24.5K	﹤0.01%	1243