GeoWealth Management’s Targa Resources TRGP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$44.2K	Sell	254 -200	-44%	-$34.8K	﹤0.01%	963
2025 Q1	$91K	Buy	454 +43	+10%	+$8.62K	﹤0.01%	805
2024 Q4	$73.4K	Sell	411 -48	-10%	-$8.57K	﹤0.01%	1043
2024 Q3	$67.9K	Buy	+459	New	+$67.9K	﹤0.01%	987