Geneos Wealth Management’s Amplify Transformational Data Sharing ETF BLOK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $161K | Sell |
2,816
-3,328
| -54% | -$190K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $227K | Buy |
6,144
+1,936
| +46% | +$71.4K | ﹤0.01% | 1177 |
|
|
2024
Q4 | $182K | Buy |
4,208
+1,093
| +35% | +$47.2K | 0.01% | 877 |
|
|
2024
Q3 | $117K | Buy |
3,115
+1,718
| +123% | +$64.5K | ﹤0.01% | 922 |
|
|
2024
Q2 | $49.6K | Sell |
1,397
-44
| -3% | -$1.56K | ﹤0.01% | 1073 |
|
|
2024
Q1 | $52.5K | Sell |
1,441
-100
| -6% | -$3.64K | ﹤0.01% | 1043 |
|
|
2023
Q4 | $46K | Hold |
1,541
| – | – | ﹤0.01% | 1095 |
|
|
2023
Q3 | $30.7K | Hold |
1,541
| – | – | ﹤0.01% | 1225 |
|
|
2023
Q2 | $35.1K | Hold |
1,541
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q1 | $29.8K | Hold |
1,541
| – | – | ﹤0.01% | 1227 |
|
|
2022
Q4 | $23.3K | Sell |
1,541
-180
| -10% | -$2.72K | ﹤0.01% | 1289 |
|
|
2022
Q3 | $31K | Sell |
1,721
-1,466
| -46% | -$26.4K | ﹤0.01% | 1185 |
|
|
2022
Q2 | $58K | Sell |
3,187
-400
| -11% | -$7.28K | ﹤0.01% | 1217 |
|
|
2022
Q1 | $122K | Buy |
3,587
+1,540
| +75% | +$52.4K | 0.01% | 1005 |
|
|
2021
Q4 | $82K | Sell |
2,047
-651
| -24% | -$26.1K | ﹤0.01% | 1244 |
|
|
2021
Q3 | $125K | Sell |
2,698
-830
| -24% | -$38.5K | ﹤0.01% | 1074 |
|
|
2021
Q2 | $167K | Sell |
3,528
-955
| -21% | -$45.2K | 0.01% | 928 |
|
|
2021
Q1 | $237K | Buy |
4,483
+35
| +0.8% | +$1.85K | 0.01% | 900 |
|
|
2020
Q4 | $190K | Buy |
4,448
+4,088
| +1,136% | +$175K | 0.01% | 842 |
|
|
2020
Q3 | $8K | Hold |
360
| – | – | ﹤0.01% | 2014 |
|
|
2020
Q2 | $7K | Hold |
360
| – | – | ﹤0.01% | 2028 |
|
|
2020
Q1 | $5K | Hold |
360
| – | – | ﹤0.01% | 2012 |
|
|
2019
Q4 | $6K | Hold |
360
| – | – | ﹤0.01% | 2131 |
|
|
2019
Q3 | $6K | Hold |
360
| – | – | ﹤0.01% | 2046 |
|
|
2019
Q2 | $6K | Hold |
360
| – | – | ﹤0.01% | 2059 |
|
|
2019
Q1 | $6K | Hold |
360
| – | – | ﹤0.01% | 1976 |
|
|
2018
Q4 | $5K | Buy |
360
+170
| +89% | +$2.36K | ﹤0.01% | 1972 |
|
|
2018
Q3 | $3K | Hold |
190
| – | – | ﹤0.01% | 2160 |
|
|
2018
Q2 | $3K | Sell |
190
-190
| -50% | -$3K | ﹤0.01% | 2023 |
|
|
2018
Q1 | $7K | Buy |
+380
| New | +$7K | ﹤0.01% | 1749 |
|