GeoWealth Management’s Pentair PNR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.9K	Buy	+350	New	+$35.9K	﹤0.01%	991
2025 Q1	–	Sell	-1,310	Closed	-$132K	–	1617
2024 Q4	$132K	Buy	1,310 +757	+137%	+$76.2K	﹤0.01%	894
2024 Q3	$54.1K	Buy	+553	New	+$54.1K	﹤0.01%	1051