GeoWealth Management’s W.P. Carey WPC Stock Holding History

GeoWealth Management’s Portfolio WPC Stock Details WPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$274K	Buy
2025 Q1	$249K	Buy
2024 Q4	$205K	Sell
2024 Q3	$247K	Sell
2024 Q2	$297K	Sell
2024 Q1	$458K	Buy
2023 Q4	$293K	Buy