GeoWealth Management’s First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID Stock Holding History

GeoWealth Management’s Portfolio GRID Stock Details GRID Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$849K	Buy
2024 Q4	–	Sell
2024 Q3	$999K	Buy