GeoWealth Management’s Vertiv VRT Stock Holding History

GeoWealth Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$556K	Sell
2025 Q1	$315K	Buy
2024 Q4	$268K	Sell
2024 Q3	$266K	Buy
2024 Q2	$195K	Buy
2022 Q2	–	Sell
2022 Q1	$61K	Buy
2021 Q4	$102K	Buy
2021 Q3	$83K	Buy