GeoWealth Management’s DuPont de Nemours DD Stock Holding History

GeoWealth Management’s Portfolio DD Stock Details DD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$116K	Sell
2025 Q1	$158K	Sell
2024 Q4	$256K	Sell
2024 Q3	$306K	Sell
2024 Q2	$317K	Buy
2024 Q1	$247K	Buy
2023 Q4	$238K	Buy