GeoWealth Management’s PNC Financial Services PNC Stock Holding History

GeoWealth Management’s Portfolio PNC Stock Details PNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$690K	Sell
2025 Q1	$905K	Sell
2024 Q4	$1.06M	Buy
2024 Q3	$879K	Sell
2024 Q2	$748K	Buy
2024 Q1	$738K	Buy
2023 Q4	$578K	Buy
2022 Q1	–	Sell
2021 Q4	$8K	Buy