GeoWealth Management’s CubeSmart CUBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,425	Closed	-$146K	–	1222
2025 Q1	$146K	Buy	3,425 +351	+11%	+$15K	0.01%	730
2024 Q4	$132K	Buy	3,074 +429	+16%	+$18.4K	﹤0.01%	896
2024 Q3	$142K	Buy	+2,645	New	+$142K	0.01%	809