GeoWealth Management’s Thomson Reuters TRI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$104K	Sell	517 -349	-40%	-$70.2K	﹤0.01%	802
2025 Q1	$150K	Buy	866 +8	+0.9%	+$1.38K	0.01%	722
2024 Q4	$138K	Buy	858 +797	+1,307%	+$128K	﹤0.01%	884
2024 Q3	$10.4K	Buy	+61	New	+$10.4K	﹤0.01%	1365