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GeoWealth Management’s Flex FLEX Stock Holding History

GeoWealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$60K Buy
1,202
+21
+2% +$1.05K ﹤0.01% 908
2025
Q1 		$39.1K Sell
1,181
-5,196
-81% -$172K ﹤0.01% 919
2024
Q4 		$245K Buy
6,377
+5,667
+798% +$218K 0.01% 685
2024
Q3 		$23.7K Buy
+710
New +$23.7K ﹤0.01% 1250