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GeoWealth Management’s Nasdaq NDAQ Stock Holding History

GeoWealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$891K Buy
9,968
+5,727
+135% +$512K 0.03% 281
2025
Q1 		$322K Sell
4,241
-818
-16% -$62.1K 0.01% 534
2024
Q4 		$391K Buy
5,059
+2,623
+108% +$203K 0.01% 536
2024
Q3 		$178K Buy
+2,436
New +$178K 0.01% 751