Gen-Wealth Partners’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,950
Closed -$104K 668
2024
Q4
$104K Hold
1,950
0.04% 282
2024
Q3
$83.6K Buy
+1,950
New +$83.6K 0.04% 307