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GeoWealth Management’s Evergy EVRG Stock Holding History

GeoWealth Management’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$66.8K Buy
969
+13
+1% +$896 ﹤0.01% 895
2025
Q1 		$65.9K Sell
956
-1,847
-66% -$127K ﹤0.01% 861
2024
Q4 		$173K Sell
2,803
-752
-21% -$46.3K 0.01% 816
2024
Q3 		$220K Buy
+3,555
New +$220K 0.01% 689