GWM
API

Geneos Wealth Management’s Agora API Stock Holding History

Geneos Wealth Management’s Portfolio API Stock Details API Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-25
Closed -$1K – 2853
2021
Q1 		$1K Buy
+25
New +$1K ﹤0.01% 2981