GeoWealth Management’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.58K	Sell	34 -3	-8%	-$316	﹤0.01%	1157
2025 Q1	$3.74K	Buy	37 +20	+118%	+$2.02K	﹤0.01%	1021
2024 Q4	$1.92K	Sell	17 -5	-23%	-$564	﹤0.01%	1651
2024 Q3	$2.31K	Buy	+22	New	+$2.31K	﹤0.01%	1551