Geneos Wealth Management’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
43,673
-45,747
| -51% | -$1.49M | 0.03% | 445 |
|
|
2025
Q1 | $2.54M | Buy |
89,420
+44,698
| +100% | +$1.27M | 0.04% | 430 |
|
|
2024
Q4 | $1.43M | Sell |
44,722
-527
| -1% | -$16.8K | 0.05% | 344 |
|
|
2024
Q3 | $1.45M | Sell |
45,249
-635
| -1% | -$20.4K | 0.06% | 332 |
|
|
2024
Q2 | $1.42M | Buy |
45,884
+442
| +1% | +$13.6K | 0.06% | 303 |
|
|
2024
Q1 | $1.45M | Buy |
45,442
+1,996
| +5% | +$63.5K | 0.07% | 293 |
|
|
2023
Q4 | $1.24M | Buy |
43,446
+200
| +0.5% | +$5.7K | 0.06% | 293 |
|
|
2023
Q3 | $1.07M | Buy |
43,246
+3,015
| +7% | +$74.5K | 0.06% | 306 |
|
|
2023
Q2 | $1.16M | Buy |
40,231
+997
| +3% | +$28.7K | 0.06% | 293 |
|
|
2023
Q1 | $1M | Sell |
39,234
-310
| -0.8% | -$7.91K | 0.06% | 286 |
|
|
2022
Q4 | $813K | Buy |
39,544
+14,666
| +59% | +$301K | 0.05% | 314 |
|
|
2022
Q3 | $449K | Sell |
24,878
-350
| -1% | -$6.32K | 0.03% | 418 |
|
|
2022
Q2 | $518K | Hold |
25,228
| – | – | 0.03% | 485 |
|
|
2022
Q1 | $731K | Hold |
25,228
| – | – | 0.03% | 446 |
|
|
2021
Q4 | $906K | Sell |
25,228
-2,322
| -8% | -$83.4K | 0.03% | 426 |
|
|
2021
Q3 | $995K | Hold |
27,550
| – | – | 0.04% | 385 |
|
|
2021
Q2 | $959K | Sell |
27,550
-9,578
| -26% | -$333K | 0.04% | 376 |
|
|
2021
Q1 | $1.27M | Hold |
37,128
| – | – | 0.04% | 368 |
|
|
2020
Q4 | $1.23M | Buy |
37,128
+5,072
| +16% | +$168K | 0.05% | 304 |
|
|
2020
Q3 | $870K | Buy |
32,056
+8,034
| +33% | +$218K | 0.05% | 315 |
|
|
2020
Q2 | $565K | Hold |
24,022
| – | – | 0.03% | 383 |
|
|
2020
Q1 | $436K | Buy |
24,022
+10,018
| +72% | +$182K | 0.03% | 400 |
|
|
2019
Q4 | $309K | Buy |
14,004
+285
| +2% | +$6.29K | 0.02% | 551 |
|
|
2019
Q3 | $270K | Hold |
13,719
| – | – | 0.02% | 558 |
|
|
2019
Q2 | $284K | Buy |
13,719
+500
| +4% | +$10.4K | 0.02% | 560 |
|
|
2019
Q1 | $265K | Buy |
13,219
+7,450
| +129% | +$149K | 0.02% | 565 |
|
|
2018
Q4 | $96K | Buy |
5,769
+25
| +0.4% | +$416 | 0.01% | 847 |
|
|
2018
Q3 | $131K | Buy |
5,744
+153
| +3% | +$3.49K | 0.01% | 793 |
|
|
2018
Q2 | $123K | Buy |
5,591
+1,383
| +33% | +$30.4K | 0.01% | 714 |
|
|
2018
Q1 | $101K | Buy |
4,208
+3,200
| +317% | +$76.8K | 0.01% | 748 |
|
|
2017
Q4 | $23K | Buy |
1,008
+718
| +248% | +$16.4K | ﹤0.01% | 1321 |
|
|
2017
Q3 | $6K | Buy |
+290
| New | +$6K | ﹤0.01% | 1703 |
|