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Geneos Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Geneos Wealth Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.72K Sell
215
-27
-11% -$592 ﹤0.01% 2599
2025
Q1 		$19.5K Hold
242
– – ﹤0.01% 2320
2024
Q4 		$6.66K Buy
242
+33
+16% +$908 ﹤0.01% 2215
2024
Q3 		$5.28K Buy
+209
New +$5.28K ﹤0.01% 2062