Geneos Wealth Management’s JPMorgan BetaBuilders US Small Cap Equity ETF BBSC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.7K | Sell |
1,360
-1,206
| -47% | -$79.6K | ﹤0.01% | 1293 |
|
|
2025
Q1 | $155K | Buy |
2,566
+1,746
| +213% | +$106K | ﹤0.01% | 1342 |
|
|
2024
Q4 | $55.9K | Buy |
820
+54
| +7% | +$3.68K | ﹤0.01% | 1269 |
|
|
2024
Q3 | $51.6K | Buy |
766
+81
| +12% | +$5.46K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $41.8K | Buy |
685
+131
| +24% | +$7.99K | ﹤0.01% | 1129 |
|
|
2024
Q1 | $34.9K | Buy |
554
+454
| +454% | +$28.6K | ﹤0.01% | 1190 |
|
|
2023
Q4 | $6.15K | Hold |
100
| – | – | ﹤0.01% | 1679 |
|
|
2023
Q3 | $5.34K | Hold |
100
| – | – | ﹤0.01% | 1728 |
|
|
2023
Q2 | $5.68K | Buy |
+100
| New | +$5.68K | ﹤0.01% | 1710 |
|