GM
REFI

GeoWealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

GeoWealth Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.29K Buy
+164
New +$2.29K ﹤0.01% 1162
2025
Q1 		– Sell
-2,576
Closed -$39.7K – 1646
2024
Q4 		$39.7K Sell
2,576
-992
-28% -$15.3K ﹤0.01% 1222
2024
Q3 		$55.3K Buy
+3,568
New +$55.3K ﹤0.01% 1042