GeoWealth Management’s Essential Utilities WTRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-406	Closed	-$14.7K	–	1801
2024 Q4	$14.7K	Sell	406 -16	-4%	-$581	﹤0.01%	1438
2024 Q3	$16.3K	Buy	+422	New	+$16.3K	﹤0.01%	1321