GWM
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Geneos Wealth Management’s Arm ARM Stock Holding History

Geneos Wealth Management’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$791K Sell
4,890
-3,617
-43% -$585K 0.02% 591
2025
Q1 		$918K Buy
8,507
+5,800
+214% +$626K 0.01% 693
2024
Q4 		$334K Buy
+2,707
New +$334K 0.01% 678