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GeoWealth Management’s DTE Energy DTE Stock Holding History

GeoWealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.2K Sell
643
-3,003
-82% -$398K ﹤0.01% 846
2025
Q1 		$504K Buy
3,646
+2,027
+125% +$280K 0.02% 419
2024
Q4 		$195K Buy
1,619
+625
+63% +$75.5K 0.01% 776
2024
Q3 		$128K Buy
+994
New +$128K ﹤0.01% 838