Geneos Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $230K | Buy |
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|
2025
Q2 | $161K | Sell |
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|
2025
Q1 | $208K | Buy |
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|
2024
Q4 | $97.8K | Buy |
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|
2024
Q3 | $85.6K | Buy |
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|
2024
Q2 | $60.2K | Buy |
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|
2024
Q1 | $46K | Sell |
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|
2023
Q4 | $89.7K | Buy |
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|
2023
Q3 | $7.42K | Hold |
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|
2023
Q2 | $8.03K | Hold |
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|
2023
Q1 | $7.63K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $107K | Buy |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $112K | Hold |
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|
2020
Q4 | $111K | Buy |
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|
2020
Q3 | $46K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $31K | Hold |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $35K | Buy |
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