Geneos Wealth Management’s BlackRock Technology and Private Equity Term Trust BTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.1K | Sell |
6,558
-2,282
| -26% | -$16.8K | ﹤0.01% | 1592 |
|
|
2025
Q1 | $91.9K | Buy |
+8,840
| New | +$91.9K | ﹤0.01% | 1615 |
|
|
2023
Q3 | – | Sell |
-550
| Closed | -$4.32K | – | 2150 |
|
|
2023
Q2 | $4.32K | Hold |
550
| – | – | ﹤0.01% | 1775 |
|
|
2023
Q1 | $4.42K | Hold |
550
| – | – | ﹤0.01% | 1760 |
|
|
2022
Q4 | $3.75K | Hold |
550
| – | – | ﹤0.01% | 1774 |
|
|
2022
Q3 | $3K | Sell |
550
-2,600
| -83% | -$14.2K | ﹤0.01% | 1815 |
|
|
2022
Q2 | $25K | Buy |
+3,150
| New | +$25K | ﹤0.01% | 1597 |
|