Geneos Wealth Management’s Innovator Laddered Allocation Power Buffer ETF BUFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.7K | Hold |
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|
2025
Q2 | $49.7K | Sell |
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|
2025
Q1 | $90.3K | Sell |
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|
2024
Q4 | $199K | Sell |
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|
2024
Q3 | $206K | Buy |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $114K | Hold |
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|
2023
Q3 | $106K | Sell |
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|
2023
Q2 | $201K | Hold |
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|
2023
Q1 | $191K | Hold |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $374K | Sell |
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|
2022
Q1 | $439K | Buy |
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