GeoWealth Management’s HealthEquity HQY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-975	Closed	-$93.6K	–	1394
2024 Q4	$93.6K	Sell	975 -7	-0.7%	-$672	﹤0.01%	992
2024 Q3	$80.4K	Buy	+982	New	+$80.4K	﹤0.01%	947