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GeoWealth Management’s Morningstar MORN Stock Holding History

GeoWealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-46
Closed -$15.5K – 1527
2024
Q4 		$15.5K Buy
46
+2
+5% +$674 ﹤0.01% 1428
2024
Q3 		$14K Buy
+44
New +$14K ﹤0.01% 1334