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GeoWealth Management’s WEC Energy WEC Stock Holding History

GeoWealth Management’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$117K Buy
1,119
+185
+20% +$19.3K ﹤0.01% 779
2025
Q1 		$102K Buy
934
+256
+38% +$27.9K ﹤0.01% 784
2024
Q4 		$63.8K Sell
678
-233
-26% -$21.9K ﹤0.01% 1076
2024
Q3 		$87.6K Buy
+911
New +$87.6K ﹤0.01% 919