GeoWealth Management’s Guidewire Software GWRE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$194K	Buy	826 +32	+4%	+$7.53K	0.01%	668
2025 Q1	$149K	Sell	794 -99	-11%	-$18.5K	0.01%	725
2024 Q4	$151K	Buy	893 +715	+402%	+$121K	﹤0.01%	856
2024 Q3	$32.6K	Buy	+178	New	+$32.6K	﹤0.01%	1191