Geneos Wealth Management’s Global X Artificial Intelligence & Technology ETF AIQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
12,583
-11,613
| -48% | -$507K | 0.01% | 678 |
|
|
2025
Q1 | $880K | Buy |
24,196
+10,546
| +77% | +$384K | 0.01% | 703 |
|
|
2024
Q4 | $527K | Sell |
13,650
-8,545
| -38% | -$330K | 0.02% | 572 |
|
|
2024
Q3 | $825K | Sell |
22,195
-1,086
| -5% | -$40.4K | 0.03% | 443 |
|
|
2024
Q2 | $830K | Sell |
23,281
-5,758
| -20% | -$205K | 0.04% | 392 |
|
|
2024
Q1 | $986K | Sell |
29,039
-436
| -1% | -$14.8K | 0.05% | 351 |
|
|
2023
Q4 | $919K | Buy |
29,475
+17,478
| +146% | +$545K | 0.05% | 342 |
|
|
2023
Q3 | $323K | Buy |
11,997
+11,155
| +1,325% | +$300K | 0.02% | 561 |
|
|
2023
Q2 | $23.5K | Buy |
+842
| New | +$23.5K | ﹤0.01% | 1321 |
|