GeoWealth Management’s CGI GIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,279	Closed	-$128K	–	1248
2025 Q1	$128K	Sell	1,279 -20	-2%	-$2K	0.01%	748
2024 Q4	$142K	Buy	1,299 +579	+80%	+$63.3K	﹤0.01%	874
2024 Q3	$82.8K	Buy	+720	New	+$82.8K	﹤0.01%	940