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Geneos Wealth Management’s AdvisorShares Focused Equity ETF CWS Stock Holding History

Geneos Wealth Management’s Portfolio CWS Stock Details CWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,050
Closed -$396K – 3137
2025
Q1 		$396K Buy
6,050
+5,050
+505% +$331K 0.01% 973
2024
Q4 		$64.8K Hold
1,000
– – ﹤0.01% 1219
2024
Q3 		$68.7K Buy
+1,000
New +$68.7K ﹤0.01% 1082