GeoWealth Management’s Polaris PII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$76.5K	Buy	+1,881	New	+$76.5K	﹤0.01%	871
2025 Q1	–	Sell	-340	Closed	-$19.6K	–	1610
2024 Q4	$19.6K	Buy	340 +254	+295%	+$14.6K	﹤0.01%	1382
2024 Q3	$7.16K	Buy	+86	New	+$7.16K	﹤0.01%	1415