GeoWealth Management’s State Street Global Allocation ETF GAL Stock Holding History

GeoWealth Management’s Portfolio GAL Stock Details GAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,464	Closed	-$236K	–	1707
2024 Q2	$236K	Buy	+5,464	New	+$235K	0.01%	640
2023 Q4	–	Sell	-6,054	Closed	-$231K	–	693
2023 Q3	$231K	Buy	+6,054	New	+$241K	0.03%	269

Other funds holding GAL

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Bright Financial Advisors Portage, Michigan $218M AUM 17.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFG

Taylor Financial Group Roanoke, Virginia $165M AUM 17.79% 1-Year Est. Return

GeoWealth Management's GAL Position: Q3 2024 in Review

GeoWealth Management sold out of State Street Global Allocation ETF (GAL) in Q3 2024, closing a stake of 5,464 shares — an estimated $236K sold.

GeoWealth Management first reported a position in GAL in Q3 2023 and held it in 2 quarters. The position peaked at $236K in Q2 2024. 52 funds tracked by Wall St. Rank hold GAL as of Q3 2024.

GeoWealth Management reported no remaining State Street Global Allocation ETF position as of Q3 2024 after selling out during the quarter.
GeoWealth Management sold 5,464 State Street Global Allocation ETF shares in Q3 2024, an estimated $236K.
GeoWealth Management first reported a position in State Street Global Allocation ETF in Q3 2023 and held it in 2 quarters.
GeoWealth Management's State Street Global Allocation ETF position peaked at $236K in Q2 2024.
52 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.