GeoWealth Management’s Travelers Companies TRV Stock Holding History

GeoWealth Management’s Portfolio TRV Stock Details TRV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$102K	Buy
2025 Q1	$97.6K	Sell
2024 Q4	$187K	Sell
2024 Q3	$203K	Sell
2024 Q2	$197K	Sell
2024 Q1	$262K	Buy
2023 Q4	$111K	Buy