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GeoWealth Management’s Zillow ZG Stock Holding History

GeoWealth Management’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-143
Closed -$10.1K – 1815
2024
Q4 		$10.1K Buy
143
+3
+2% +$213 ﹤0.01% 1488
2024
Q3 		$8.67K Buy
+140
New +$8.67K ﹤0.01% 1388