GeoWealth Management’s Exelon EXC Stock Holding History

GeoWealth Management’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$206K	Sell
2025 Q2	$200K	Buy
2025 Q1	$111K	Sell
2024 Q4	$164K	Sell
2024 Q3	$185K	Sell
2024 Q2	$178K	Buy
2024 Q1	$181K	Buy
2023 Q4	$102K	Buy
2023 Q3	–	Sell
2023 Q2	$2K	Hold
2023 Q1	$2K	Buy