GeoWealth Management’s Extra Space Storage EXR Stock Holding History

GeoWealth Management’s Portfolio EXR Stock Details EXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.73M	Buy
2025 Q2	$1.56M	Buy
2025 Q1	$1.45M	Buy
2024 Q4	$1.41M	Buy
2024 Q3	$1.39M	Sell
2024 Q2	$1.23M	Buy
2024 Q1	$947K	Buy