[GNC] Mutual Fund "Merger"

Ed Greenberg edg at greenberg.org
Wed Aug 27 18:38:52 EDT 2025


One  of my mutual funds was merged into another.

On Apr 7, 2025, I owned 282.287 shares of the "acquired fund."

This was exchanged for 170.991 shares of the "acquiring fund."

The merger is billed as non-tax, but I need to transform the shares.

I didn't own any of the acquiring fund before, so I have to create an 
asset account for it.

I know you can transfer cash from one account to another, but how do you 
transfer stock?


Thanks,

Ed Greenberg



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