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GeoWealth Management’s State Street STT Stock Holding History

GeoWealth Management’s Portfolio STT Stock Details STT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$134K Buy
1,264
+197
+18% +$20.9K 0.01% 749
2025
Q1 		$95.5K Sell
1,067
-546
-34% -$48.9K ﹤0.01% 793
2024
Q4 		$158K Buy
1,613
+77
+5% +$7.56K 0.01% 843
2024
Q3 		$136K Buy
+1,536
New +$136K ﹤0.01% 822