GeoWealth Management’s Foundations Dynamic Growth ETF FDGR Stock Holding History

GeoWealth Management’s Portfolio FDGR Stock Details FDGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-33,287	Closed	-$425K	–	1240
2025 Q1	$425K	Sell	33,287 -1,140	-3%	-$15.6K	0.02%	462
2024 Q4	$476K	Sell	34,427 -557,702	-94%	-$7.57M	0.02%	478
2024 Q3	$7.66M	Sell	592,129 -145,369	-20%	-$1.82M	0.27%	64
2024 Q2	$9.34M	Sell	737,498 -58,943	-7%	-$708K	0.41%	39
2024 Q1	$9.55M	Buy	+796,441	New	+$9.19M	0.37%	52

GeoWealth Management's FDGR Position: Q2 2025 in Review

GeoWealth Management sold out of Foundations Dynamic Growth ETF (FDGR) in Q2 2025, closing a stake of 33,287 shares — an estimated $425K sold.

GeoWealth Management first reported a position in FDGR in Q1 2024 and held it in 5 quarters. The position peaked at $9.55M in Q1 2024. 0 funds tracked by Wall St. Rank hold FDGR as of Q2 2025.

GeoWealth Management reported no remaining Foundations Dynamic Growth ETF position as of Q2 2025 after selling out during the quarter.
GeoWealth Management sold 33,287 Foundations Dynamic Growth ETF shares in Q2 2025, an estimated $425K.
GeoWealth Management first reported a position in Foundations Dynamic Growth ETF in Q1 2024 and held it in 5 quarters.
GeoWealth Management's Foundations Dynamic Growth ETF position peaked at $9.55M in Q1 2024.
0 funds tracked by Wall St. Rank held Foundations Dynamic Growth ETF as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.