Geneos Wealth Management’s Inspire 100 ETF BIBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4M | Sell |
58,165
-5,140
| -8% | -$212K | 0.06% | 335 |
|
|
2025
Q1 | $2.43M | Buy |
63,305
+31,914
| +102% | +$1.23M | 0.04% | 444 |
|
|
2024
Q4 | $1.22M | Buy |
31,391
+208
| +0.7% | +$8.09K | 0.04% | 369 |
|
|
2024
Q3 | $1.27M | Buy |
31,183
+2,674
| +9% | +$109K | 0.05% | 358 |
|
|
2024
Q2 | $1.08M | Sell |
28,509
-15,583
| -35% | -$592K | 0.05% | 347 |
|
|
2024
Q1 | $1.72M | Buy |
44,092
+3,775
| +9% | +$147K | 0.08% | 275 |
|
|
2023
Q4 | $1.41M | Buy |
40,317
+6,456
| +19% | +$225K | 0.07% | 273 |
|
|
2023
Q3 | $1.06M | Buy |
33,861
+1,507
| +5% | +$47.1K | 0.05% | 310 |
|
|
2023
Q2 | $1.06M | Buy |
32,354
+18,581
| +135% | +$611K | 0.06% | 304 |
|
|
2023
Q1 | $433K | Buy |
13,773
+891
| +7% | +$28K | 0.03% | 472 |
|
|
2022
Q4 | $386K | Buy |
12,882
+1,362
| +12% | +$40.8K | 0.02% | 467 |
|
|
2022
Q3 | $319K | Buy |
11,520
+1,107
| +11% | +$30.7K | 0.02% | 486 |
|
|
2022
Q2 | $306K | Buy |
10,413
+6,677
| +179% | +$196K | 0.02% | 617 |
|
|
2022
Q1 | $134K | Buy |
3,736
+900
| +32% | +$32.3K | 0.01% | 968 |
|
|
2021
Q4 | $111K | Buy |
2,836
+394
| +16% | +$15.4K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $109K | Buy |
2,442
+2,045
| +515% | +$91.3K | ﹤0.01% | 1136 |
|
|
2021
Q2 | $17K | Hold |
397
| – | – | ﹤0.01% | 1984 |
|
|
2021
Q1 | $16K | Hold |
397
| – | – | ﹤0.01% | 2168 |
|
|
2020
Q4 | $15K | Buy |
+397
| New | +$15K | ﹤0.01% | 2045 |
|