Geneos Wealth Management’s ACI Worldwide ACIW Stock Holding History

Geneos Wealth Management’s Portfolio ACIW Stock Details ACIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$40K	Sell
2025 Q1	$123K	Buy
2024 Q4	$26.1K	Sell
2024 Q3	$26.2K	Buy