GeoWealth Management’s Blue Owl Capital OWL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,886	Closed	-$137K	–	1579
2024 Q4	$137K	Buy	5,886 +5,011	+573%	+$117K	﹤0.01%	887
2024 Q3	$16.9K	Buy	+875	New	+$16.9K	﹤0.01%	1311