Geneos Wealth Management’s BNY Mellon US Large Cap Core Equity ETF BKLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $253K | Buy |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $301K | Buy |
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|
2024
Q4 | $140K | Sell |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $140K | Buy |
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|
2024
Q1 | $129K | Buy |
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|
2023
Q4 | $112K | Sell |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $143K | Hold |
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|
2023
Q1 | $130K | Hold |
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|
2022
Q4 | $120K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $120K | Hold |
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|
2022
Q1 | $145K | Hold |
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|
2021
Q4 | $153K | Buy |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $138K | Buy |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $110K | Buy |
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