GeoWealth Management’s iShares S&P 100 ETF OEF Stock Holding History

GeoWealth Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Buy
2025 Q1	$402K	Sell
2024 Q4	$12M	Buy
2024 Q3	$5.8M	Buy
2024 Q2	$4.6M	Sell
2024 Q1	$7.29M	Buy
2023 Q4	$2.61M	Buy
2022 Q2	–	Sell
2022 Q1	$236K	Sell
2021 Q4	$3.39M	Buy