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GeoWealth Management’s Workiva WK Stock Holding History

GeoWealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-622
Closed -$68.1K – 1792
2024
Q4 		$68.1K Buy
622
+602
+3,010% +$65.9K ﹤0.01% 1061
2024
Q3 		$1.58K Buy
+20
New +$1.58K ﹤0.01% 1568