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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40K Sell
872
-1,378
-61% -$63.3K ﹤0.01% 1696
2025
Q1 		$123K Buy
2,250
+1,748
+348% +$95.6K ﹤0.01% 1447
2024
Q4 		$26.1K Sell
502
-12
-2% -$623 ﹤0.01% 1599
2024
Q3 		$26.2K Buy
+514
New +$26.2K ﹤0.01% 1455