GeoWealth Management’s Cummins CMI Stock Holding History

GeoWealth Management’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$999K	Sell
2025 Q1	$1.04M	Sell
2024 Q4	$1.28M	Buy
2024 Q3	$958K	Sell
2024 Q2	$896K	Buy
2024 Q1	$667K	Buy
2023 Q4	$194K	Buy
2023 Q3	$3K	Buy
2023 Q2	$3K	Hold
2023 Q1	$3K	Buy