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GeoWealth Management’s Reaves Utility Income Fund UTG Stock Holding History

GeoWealth Management’s Portfolio UTG Stock Details UTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,999
Closed -$65.6K – 1889
2024
Q3 		$65.6K Buy
+1,999
New +$65.6K ﹤0.01% 1003