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GeoWealth Management’s Pearson PSO Stock Holding History

GeoWealth Management’s Portfolio PSO Stock Details PSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,300
Closed -$134K – 1632
2024
Q4 		$134K Buy
+8,300
New +$134K ﹤0.01% 892