GeoWealth Management’s Upstart Holdings UPST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.7K	Buy	+166	New	+$10.7K	﹤0.01%	1112
2025 Q1	–	Sell	-188	Closed	-$11.6K	–	1762
2024 Q4	$11.6K	Sell	188 -2	-1%	-$123	﹤0.01%	1469
2024 Q3	$7.6K	Buy	+190	New	+$7.6K	﹤0.01%	1402