GeoWealth Management’s Healthpeak Properties DOC Stock Holding History

GeoWealth Management’s Portfolio DOC Stock Details DOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$425K	Sell
2025 Q1	$573K	Sell
2024 Q4	$634K	Sell
2024 Q3	$736K	Sell
2024 Q2	$836K	Buy
2024 Q1	$587K	Buy