GeoWealth Management’s ONE Gas OGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,534	Closed	-$192K	–	1269
2025 Q1	$192K	Buy	2,534 +279	+12%	+$21.1K	0.01%	671
2024 Q4	$156K	Buy	2,255 +2,129	+1,690%	+$147K	0.01%	844
2024 Q3	$9.38K	Buy	+126	New	+$9.38K	﹤0.01%	1377