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GeoWealth Management’s NiSource NI Stock Holding History

GeoWealth Management’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-800
Closed -$29.4K – 1551
2024
Q4 		$29.4K Sell
800
-161
-17% -$5.92K ﹤0.01% 1295
2024
Q3 		$33.3K Buy
+961
New +$33.3K ﹤0.01% 1184