GM
GeoWealth Management’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.8M | Buy |
512,662
+111,746
| +28% | +$6.49M | 1.16% | 18 |
|
|
2025
Q1 | $20.5M | Buy |
400,916
+9,554
| +2% | +$488K | 0.82% | 20 |
|
|
2024
Q4 | $21.5M | Sell |
391,362
-50,770
| -11% | -$2.79M | 0.7% | 28 |
|
|
2024
Q3 | $23.8M | Buy |
442,132
+49,123
| +12% | +$2.64M | 0.84% | 21 |
|
|
2024
Q2 | $20.1M | Buy |
393,009
+8,464
| +2% | +$432K | 0.87% | 22 |
|
|
2024
Q1 | $19.4M | Buy |
384,545
+45,389
| +13% | +$2.29M | 0.75% | 27 |
|
|
2023
Q4 | $15.8M | Buy |
339,156
+596
| +0.2% | +$27.7K | 1.31% | 12 |
|
|
2023
Q3 | $14.3M | Buy |
338,560
+37,528
| +12% | +$1.58M | 1.62% | 11 |
|
|
2023
Q2 | $13M | Buy |
301,032
+290,698
| +2,813% | +$12.5M | 1.4% | 15 |
|
|
2023
Q1 | $419K | Buy |
+10,334
| New | +$419K | 0.05% | 146 |
|