GWM
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Geneos Wealth Management’s Broadwind BWEN Stock Holding History

Geneos Wealth Management’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-380
Closed – – 2084
2022
Q2 		$0 Hold
380
– – ﹤0.01% 2606
2022
Q1 		$0 Buy
+380
New +$740 ﹤0.01% 2776
2021
Q4 		– Sell
-380
Closed -$1K – 2776
2021
Q3 		$1K Hold
380
– – ﹤0.01% 2714
2021
Q2 		$1K Hold
380
– – ﹤0.01% 2731
2021
Q1 		$1K Hold
380
– – ﹤0.01% 2991
2020
Q4 		$1K Hold
380
– – ﹤0.01% 2765
2020
Q3 		$1K Hold
380
– – ﹤0.01% 2491
2020
Q2 		$1K Buy
+380
New +$857 ﹤0.01% 2430
2018
Q1 		– Sell
-380
Closed -$1K – 2174
2017
Q4 		$1K Buy
+380
New +$1.04K ﹤0.01% 2082

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QOP
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