GeoWealth Management’s Foundations Dynamic Core ETF FDCE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$423K Sell
2024
Q4
$466K Sell
2024
Q3
$3.56M Sell
2024
Q2
$4.57M Sell
2024
Q1
$4.8M Buy