GeoWealth Management’s Phillips Edison & Co PECO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-41	Closed	-$1.5K	–	1273
2025 Q1	$1.5K	Sell	41 -266	-87%	-$9.71K	﹤0.01%	1031
2024 Q4	$11.5K	Buy	307 +71	+30%	+$2.66K	﹤0.01%	1470
2024 Q3	$8.9K	Buy	+236	New	+$8.9K	﹤0.01%	1385