GWM
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Geneos Wealth Management’s Axos Financial AX Stock Holding History

Geneos Wealth Management’s Portfolio AX Stock Details AX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.44K Sell
111
-222
-67% -$16.9K ﹤0.01% 2387
2025
Q1 		$21.5K Buy
333
+222
+200% +$14.3K ﹤0.01% 2291
2024
Q4 		$7.75K Hold
111
– – ﹤0.01% 2160
2024
Q3 		$6.98K Buy
+111
New +$6.98K ﹤0.01% 1955