GeoWealth Management’s HubSpot HUBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$84.1K	Buy	151 +13	+9%	+$7.24K	﹤0.01%	849
2025 Q1	$78.8K	Sell	138 -3	-2%	-$1.71K	﹤0.01%	833
2024 Q4	$98.2K	Buy	141 +8	+6%	+$5.57K	﹤0.01%	970
2024 Q3	$70.7K	Buy	+133	New	+$70.7K	﹤0.01%	973