GeoWealth Management’s Global X MLP ETF MLPA Stock Holding History

GeoWealth Management’s Portfolio MLPA Stock Details MLPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$126K	Sell
2025 Q1	$149K	Sell
2024 Q4	$166K	Sell
2024 Q3	$229K	Buy
2024 Q2	$168K	Sell
2024 Q1	$260K	Buy
2023 Q4	$162K	Sell
2023 Q3	$166K	Buy
2020 Q2	–	Sell
2020 Q1	$44K	Hold
2019 Q4	$110K	Buy