GeoWealth Management’s Foundations Dynamic Growth ETF FDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,287
| Closed | -$425K | – | 1240 |
|
|
2025
Q1 | $425K | Sell |
33,287
-1,140
| -3% | -$14.6K | 0.02% | 462 |
|
|
2024
Q4 | $476K | Sell |
34,427
-557,702
| -94% | -$7.7M | 0.02% | 478 |
|
|
2024
Q3 | $7.66M | Sell |
592,129
-145,369
| -20% | -$1.88M | 0.27% | 64 |
|
|
2024
Q2 | $9.34M | Sell |
737,498
-58,943
| -7% | -$746K | 0.41% | 39 |
|
|
2024
Q1 | $9.55M | Buy |
+796,441
| New | +$9.55M | 0.37% | 52 |
|