GM
MOHR

GeoWealth Management’s Mohr Growth ETF MOHR Stock Holding History

GeoWealth Management’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-29,241
Closed -$572K – 398
2022
Q3 		$572K Buy
29,241
+18,219
+165% +$369K 0.06% 150
2022
Q2 		$227K Buy
+11,022
New +$240K 0.03% 235

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LAM
LifePro Asset Management San Diego, California $163M AUM 25.54% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's MOHR Position: Q4 2022 in Review

GeoWealth Management sold out of Mohr Growth ETF (MOHR) in Q4 2022, closing a stake of 29,241 shares — an estimated $572K sold.

GeoWealth Management first reported a position in MOHR in Q2 2022 and held it in 2 quarters. The position peaked at $572K in Q3 2022. 7 funds tracked by Wall St. Rank hold MOHR as of Q4 2022.

  • GeoWealth Management reported no remaining Mohr Growth ETF position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 29,241 Mohr Growth ETF shares in Q4 2022, an estimated $572K.
  • GeoWealth Management first reported a position in Mohr Growth ETF in Q2 2022 and held it in 2 quarters.
  • GeoWealth Management's Mohr Growth ETF position peaked at $572K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.