GeoWealth Management’s First Citizens BancShares FCNCA Stock Holding History

GeoWealth Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$143K	Hold
2025 Q1	$135K	Sell
2024 Q4	$260K	Buy
2024 Q3	$144K	Sell
2024 Q2	$135K	Buy
2024 Q1	$106K	Buy
2023 Q4	$71K	Buy
2023 Q3	$61K	Sell
2023 Q2	$59K	Buy