GeoWealth Management’s Deutsche Bank DB Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$677K	Buy	+23,120	New	+$677K	0.03%	341
2025 Q1	–	Sell	-8,347	Closed	-$142K	–	1238
2024 Q4	$142K	Sell	8,347 -12	-0.1%	-$205	﹤0.01%	871
2024 Q3	$145K	Buy	+8,359	New	+$145K	0.01%	804