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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232K | Sell |
4,979
-479
| -9% | -$24K | 0.01% | 921 |
|
|
2025
Q4 | $263K | Buy |
5,458
+424
| +8% | +$20.4K | 0.01% | 842 |
|
|
2025
Q3 | $230K | Buy |
5,034
+1,106
| +28% | +$47.5K | 0.01% | 855 |
|
|
2025
Q2 | $161K | Sell |
3,928
-1,894
| -33% | -$66.2K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $208K | Buy |
5,822
+3,183
| +121% | +$118K | ﹤0.01% | 1215 |
|
|
2024
Q4 | $97.8K | Buy |
2,639
+140
| +6% | +$5.09K | ﹤0.01% | 1077 |
|
|
2024
Q3 | $85.6K | Buy |
2,499
+686
| +38% | +$22.8K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $60.2K | Buy |
1,813
+475
| +36% | +$15.8K | ﹤0.01% | 1011 |
|
|
2024
Q1 | $46K | Sell |
1,338
-1,261
| -49% | -$42.4K | ﹤0.01% | 1095 |
|
|
2023
Q4 | $89.7K | Buy |
2,599
+2,356
| +970% | +$74.6K | ﹤0.01% | 871 |
|
|
2023
Q3 | $7.42K | Hold |
243
| – | – | ﹤0.01% | 1641 |
|
|
2023
Q2 | $8.03K | Hold |
243
| – | – | ﹤0.01% | 1630 |
|
|
2023
Q1 | $7.63K | Buy |
+243
| New | +$7.17K | ﹤0.01% | 1619 |
|
|
2022
Q1 | – | Sell |
-2,586
| Closed | -$107K | – | 3016 |
|
|
2021
Q4 | $107K | Buy |
2,586
+1
| +0% | +$44 | ﹤0.01% | 1137 |
|
|
2021
Q3 | $109K | Hold |
2,585
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q2 | $115K | Hold |
2,585
| – | – | ﹤0.01% | 1116 |
|
|
2021
Q1 | $112K | Hold |
2,585
| – | – | ﹤0.01% | 1255 |
|
|
2020
Q4 | $111K | Buy |
2,585
+1,142
| +79% | +$41.5K | ﹤0.01% | 1101 |
|
|
2020
Q3 | $46K | Hold |
1,443
| – | – | ﹤0.01% | 1290 |
|
|
2020
Q2 | $42K | Hold |
1,443
| – | – | ﹤0.01% | 1289 |
|
|
2020
Q1 | $31K | Hold |
1,443
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q4 | $39K | Hold |
1,443
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q3 | $35K | Hold |
1,443
| – | – | ﹤0.01% | 1355 |
|
|
2019
Q2 | $35K | Buy |
+1,443
| New | +$35.4K | ﹤0.01% | 1373 |
|
Other funds holding ARTY
HP
WBG
