Geneos Wealth Management’s ALPS Clean Energy ETF ACES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.32K | Sell |
245
-245
| -50% | -$6.32K | ﹤0.01% | 2496 |
|
|
2025
Q1 | $11.2K | Buy |
490
+245
| +100% | +$5.62K | ﹤0.01% | 2529 |
|
|
2024
Q4 | $6.38K | Hold |
245
| – | – | ﹤0.01% | 2236 |
|
|
2024
Q3 | $7.21K | Hold |
245
| – | – | ﹤0.01% | 1947 |
|
|
2024
Q2 | $6.9K | Hold |
245
| – | – | ﹤0.01% | 1637 |
|
|
2024
Q1 | $7.27K | Hold |
245
| – | – | ﹤0.01% | 1622 |
|
|
2023
Q4 | $8.8K | Hold |
245
| – | – | ﹤0.01% | 1578 |
|
|
2023
Q3 | $8.96K | Hold |
245
| – | – | ﹤0.01% | 1606 |
|
|
2023
Q2 | $11.1K | Hold |
245
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q1 | $11.4K | Sell |
245
-50
| -17% | -$2.32K | ﹤0.01% | 1515 |
|
|
2022
Q4 | $13.4K | Hold |
295
| – | – | ﹤0.01% | 1452 |
|
|
2022
Q3 | $16K | Hold |
295
| – | – | ﹤0.01% | 1381 |
|
|
2022
Q2 | $14K | Hold |
295
| – | – | ﹤0.01% | 1828 |
|
|
2022
Q1 | $18K | Hold |
295
| – | – | ﹤0.01% | 1841 |
|
|
2021
Q4 | $18K | Hold |
295
| – | – | ﹤0.01% | 1923 |
|
|
2021
Q3 | $19K | Buy |
295
+50
| +20% | +$3.22K | ﹤0.01% | 1931 |
|
|
2021
Q2 | $18K | Buy |
+245
| New | +$18K | ﹤0.01% | 1952 |
|
|
2020
Q4 | – | Sell |
-495
| Closed | -$25K | – | 2881 |
|
|
2020
Q3 | $25K | Buy |
495
+1
| +0.2% | +$51 | ﹤0.01% | 1542 |
|
|
2020
Q2 | $18K | Buy |
494
+2
| +0.4% | +$73 | ﹤0.01% | 1655 |
|
|
2020
Q1 | $13K | Buy |
+492
| New | +$13K | ﹤0.01% | 1672 |
|