GWM
CSR

Geneos Wealth Management’s Centerspace CSR Stock Holding History

Geneos Wealth Management’s Portfolio CSR Stock Details CSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.63K Sell
27
-9
-25% -$542 ﹤0.01% 2864
2025
Q1 		$2.33K Buy
36
+28
+350% +$1.81K ﹤0.01% 2949
2024
Q4 		$529 Buy
+8
New +$529 ﹤0.01% 2877