GeoWealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-346	Closed	-$7.38K	–	1387
2024 Q4	$7.38K	Hold	346	–	–	﹤0.01%	1517
2024 Q3	$7.7K	Buy	+346	New	+$7.7K	﹤0.01%	1400
2023 Q4	–	Sell	-196,156	Closed	-$3.75M	–	698
2023 Q3	$3.75M	Buy	+196,156	New	+$3.75M	0.43%	68