GeoWealth Management’s NNN REIT NNN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.6K	Buy	+824	New	+$35.6K	﹤0.01%	993
2025 Q1	–	Sell	-773	Closed	-$31.6K	–	1556
2024 Q4	$31.6K	Sell	773 -4	-0.5%	-$163	﹤0.01%	1280
2024 Q3	$37.7K	Buy	+777	New	+$37.7K	﹤0.01%	1155