GeoWealth Management’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-645	Closed	-$234K	–	1264
2024 Q4	$234K	Buy	645 +578	+863%	+$209K	0.01%	702
2024 Q3	$26.3K	Buy	+67	New	+$26.3K	﹤0.01%	1232