GM
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GeoWealth Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

GeoWealth Management’s Portfolio DTCR Stock Details DTCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$296K Buy
12,341
+74
+0.6% +$1.81K 0.01% 615
2025
Q4 		$259K Sell
12,267
-4,232
-26% -$90.2K 0.01% 604
2025
Q3 		$338K Sell
16,499
-2,206
-12% -$42.3K 0.01% 550
2025
Q2 		$349K Buy
18,705
+1,133
+6% +$19.3K 0.01% 507
2025
Q1 		$286K Buy
17,572
+5,710
+48% +$98.7K 0.01% 566
2024
Q4 		$196K Sell
11,862
-1,548
-12% -$26.7K 0.01% 775
2024
Q3 		$236K Buy
13,410
+9,490
+242% +$151K 0.01% 667
2024
Q2 		$59K Sell
3,920
-407
-9% -$6.01K ﹤0.01% 807
2024
Q1 		$67.3K Buy
+4,327
New +$64.9K ﹤0.01% 795

Other funds holding DTCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $857M AUM