Geneos Wealth Management’s Invesco Dow Jones Industrial Average Dividend ETF DJD Stock Holding History

Geneos Wealth Management’s Portfolio DJD Stock Details DJD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.9K	Buy	434 +1	+0.2%	+$60	﹤0.01%	1677
2025 Q4	$24.8K	Hold	433	–	–	﹤0.01%	1658
2025 Q3	$23.9K	Buy	433 +1	+0.2%	+$54	﹤0.01%	1663
2025 Q2	$23K	Sell	432 -432	-50%	-$22.1K	﹤0.01%	1966
2025 Q1	$45.6K	Buy	864 +440	+104%	+$23.3K	﹤0.01%	1969
2024 Q4	$21.5K	Buy	424 +1	+0.2%	+$52	﹤0.01%	1697
2024 Q3	$22.3K	Buy	423 +3	+0.7%	+$150	﹤0.01%	1528
2024 Q2	$19.9K	Sell	420 -242	-37%	-$11.5K	﹤0.01%	1356
2024 Q1	$31.8K	Sell	662 -677	-51%	-$31.6K	﹤0.01%	1224
2023 Q4	$61.6K	Hold	1,339	–	–	﹤0.01%	996
2023 Q3	$55.3K	Sell	1,339 -389	-23%	-$16.7K	﹤0.01%	1051
2023 Q2	$73.7K	Buy	1,728 +191	+12%	+$8.13K	﹤0.01%	963
2023 Q1	$65.8K	Sell	1,537 -48	-3%	-$2.08K	﹤0.01%	986
2022 Q4	$69.2K	Buy	1,585 +670	+73%	+$28.6K	﹤0.01%	940
2022 Q3	$34K	Hold	915	–	–	﹤0.01%	1155
2022 Q2	$38K	Hold	915	–	–	﹤0.01%	1396
2022 Q1	$42K	Buy	915 +395	+76%	+$18K	﹤0.01%	1459
2021 Q4	$23K	Hold	520	–	–	﹤0.01%	1813
2021 Q3	$22K	Sell	520 -250	-32%	-$11K	﹤0.01%	1871
2021 Q2	$33K	Buy	770 +240	+45%	+$10.6K	﹤0.01%	1666
2021 Q1	$23K	Sell	530 -390	-42%	-$15.9K	﹤0.01%	1999
2020 Q4	$39K	Sell	920 -115	-11%	-$4.2K	﹤0.01%	1569
2020 Q3	$34K	Hold	1,035	–	–	﹤0.01%	1408
2020 Q2	$33K	Hold	1,035	–	–	﹤0.01%	1400
2020 Q1	$30K	Hold	1,035	–	–	﹤0.01%	1336
2019 Q4	$41K	Sell	1,035 -720	-41%	-$27.5K	﹤0.01%	1351
2019 Q3	$65K	Buy	1,755 +25	+1%	+$928	﹤0.01%	1063
2019 Q2	$63K	Hold	1,730	–	–	﹤0.01%	1085
2019 Q1	$62K	Buy	1,730 +90	+5%	+$3.18K	﹤0.01%	1034
2018 Q4	$53K	Sell	1,640 -285	-15%	-$9.97K	﹤0.01%	1064
2018 Q3	$69K	Buy	1,925 +1,250	+185%	+$43.9K	﹤0.01%	1028
2018 Q2	$22K	Buy	+675	New	+$22.7K	﹤0.01%	1400