GeoWealth Management’s Principal Financial Group PFG Stock Holding History

GeoWealth Management’s Portfolio PFG Stock Details PFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$44K	Buy
2025 Q1	$39.5K	Sell
2024 Q4	$67.3K	Sell
2024 Q3	$79.8K	Sell
2024 Q2	$135K	Sell
2024 Q1	$206K	Buy
2023 Q4	$106K	Buy