GM
CMS icon

GeoWealth Management’s CMS Energy CMS Stock Holding History

GeoWealth Management’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58K Sell
837
-3,994
-83% -$277K ﹤0.01% 914
2025
Q1 		$363K Buy
4,831
+3,540
+274% +$266K 0.01% 499
2024
Q4 		$86K Buy
1,291
+60
+5% +$4K ﹤0.01% 1013
2024
Q3 		$86.9K Buy
+1,231
New +$86.9K ﹤0.01% 924