GM
ROIC

GeoWealth Management’s Retail Opportunity Investments Corp. ROIC Stock Holding History

GeoWealth Management’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-260
Closed -$4.51K – 1844
2024
Q4 		$4.51K Hold
260
– – ﹤0.01% 1563
2024
Q3 		$4.09K Buy
+260
New +$4.09K ﹤0.01% 1475