Geneos Wealth Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $96.1K | Hold |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $18.6K | Hold |
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|
2024
Q3 | $19.2K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.1K | Hold |
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|
2023
Q2 | $11.6K | Hold |
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|
2023
Q1 | $11.1K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $35K | Buy |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Sell |
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|
2021
Q1 | $359K | Buy |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | $24K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $20K | Buy |
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|
2019
Q4 | $15K | Sell |
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|
2019
Q3 | $31K | Sell |
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|
2019
Q2 | $37K | Sell |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $30K | Sell |
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|
2018
Q1 | $68K | Hold |
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|
2017
Q4 | $68K | Hold |
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|
2017
Q3 | $68K | Hold |
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|
2017
Q2 | $65K | Hold |
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|
2017
Q1 | $63K | Buy |
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|
2016
Q4 | $59K | Buy |
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|
2016
Q3 | $50K | Hold |
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|
2016
Q2 | $49K | Sell |
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|
2016
Q1 | $52K | Buy |
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