GeoWealth Management’s MSCI MSCI Stock Holding History

GeoWealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$158K	Sell
2025 Q1	$162K	Sell
2024 Q4	$422K	Buy
2024 Q3	$402K	Sell
2024 Q2	$380K	Buy
2024 Q1	$223K	Buy
2022 Q2	–	Sell
2022 Q1	$66K	Buy
2021 Q4	$79K	Buy
2021 Q3	$68K	Buy