PRINCIPAL FINANCIAL GROUP IN

Ticker: PFG CUSIP: 74251V102 Class: COM

GeoWealth Management, LLC's Holding History (CIK: 0001593387)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 554 Value ($000) $44 Avg Close $74.81 Range $66.44 - $83.99
Q1 2025
Shares 468 Value ($000) $39 Avg Close $80.24 Range $73.13 - $86.94
Q4 2024
Shares 869 Value ($000) $67 Avg Close $80.65 Range $71.74 - $87.80
Q3 2024
Shares 929 Value ($000) $80 Avg Close $76.60 Range $68.32 - $83.50
Q2 2024
Shares 1,725 Value ($000) $135 Avg Close $76.36 Range $71.87 - $81.40
Q1 2024
Shares 2,381 Value ($000) $206 Avg Close $74.77 Range $70.34 - $81.38
Q4 2023
Shares 1,348 Value ($000) $0 Avg Close $66.95 Range $61.01 - $74.62