GeoWealth Management’s Fortis FTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-116	Closed	-$4.82K	–	1337
2024 Q4	$4.82K	Hold	116	–	–	﹤0.01%	1557
2024 Q3	$5.27K	Buy	+116	New	+$5.27K	﹤0.01%	1448