Geneos Wealth Management’s United States Copper Index Fund CPER Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$46.3K	Buy	+1,464	New	+$46.3K	﹤0.01%	1612
2024 Q4	–	Sell	-923	Closed	-$26.2K	–	2896
2024 Q3	$26.2K	Sell	923 -2,074	-69%	-$58.8K	﹤0.01%	1454
2024 Q2	$81.5K	Buy	2,997 +726	+32%	+$19.8K	﹤0.01%	928
2024 Q1	$57K	Buy	+2,271	New	+$57K	﹤0.01%	1020