Geneos Wealth Management’s SPDR MSCI ACWI ex-US ETF CWI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $138K | Hold |
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|
2025
Q2 | $129K | Sell |
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|
2025
Q1 | $160K | Buy |
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|
2024
Q4 | $58.3K | Hold |
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|
2024
Q3 | $63.5K | Sell |
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|
2024
Q2 | $70.6K | Hold |
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|
2024
Q1 | $70.9K | Sell |
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|
2023
Q4 | $74.3K | Buy |
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|
2023
Q3 | $48.5K | Sell |
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|
2023
Q2 | $81.6K | Sell |
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|
2023
Q1 | $105K | Buy |
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|
2022
Q4 | $85.4K | Buy |
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|
2022
Q3 | $73K | Buy |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $11K | Buy |
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