GeoWealth Management’s RB Global RBA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Buy	+1,051	New	+$112K	﹤0.01%	790
2025 Q1	–	Sell	-580	Closed	-$52.3K	–	1642
2024 Q4	$52.3K	Buy	580 +72	+14%	+$6.5K	﹤0.01%	1149
2024 Q3	$40.9K	Buy	+508	New	+$40.9K	﹤0.01%	1131