Geneos Wealth Management’s SPDR S&P International Dividend ETF DWX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$59.3K	Sell	1,406 -1,342	-49%	-$56.6K	﹤0.01%	1474
2025 Q1	$105K	Buy	2,748 +1,196	+77%	+$45.9K	﹤0.01%	1548
2024 Q4	$54.3K	Buy	1,552 +2	+0.1%	+$70	﹤0.01%	1282
2024 Q3	$59.5K	Buy	1,550 +2	+0.1%	+$77	﹤0.01%	1137
2024 Q2	$53.3K	Sell	1,548 -1,126	-42%	-$38.8K	﹤0.01%	1047
2024 Q1	$94K	Buy	2,674 +3	+0.1%	+$105	﹤0.01%	868
2023 Q4	$95K	Sell	2,671 -705	-21%	-$25.1K	﹤0.01%	855
2023 Q3	$111K	Sell	3,376 -105	-3%	-$3.46K	0.01%	840
2023 Q2	$120K	Buy	3,481 +10	+0.3%	+$344	0.01%	827
2023 Q1	$119K	Buy	3,471 +2,966	+587%	+$102K	0.01%	788
2022 Q4	$16.3K	Hold	505	–	–	﹤0.01%	1394
2022 Q3	$14K	Sell	505 -335	-40%	-$9.29K	﹤0.01%	1429
2022 Q2	$28K	Hold	840	–	–	﹤0.01%	1524
2022 Q1	$32K	Sell	840 -150	-15%	-$5.71K	﹤0.01%	1570
2021 Q4	$38K	Hold	990	–	–	﹤0.01%	1598
2021 Q3	$37K	Hold	990	–	–	﹤0.01%	1627
2021 Q2	$39K	Hold	990	–	–	﹤0.01%	1599
2021 Q1	$38K	Hold	990	–	–	﹤0.01%	1769
2020 Q4	$38K	Hold	990	–	–	﹤0.01%	1582
2020 Q3	$33K	Hold	990	–	–	﹤0.01%	1424
2020 Q2	$32K	Hold	990	–	–	﹤0.01%	1414
2020 Q1	$29K	Hold	990	–	–	﹤0.01%	1357
2019 Q4	$39K	Sell	990 -1,300	-57%	-$51.2K	﹤0.01%	1385
2019 Q3	$89K	Hold	2,290	–	–	0.01%	937
2019 Q2	$90K	Hold	2,290	–	–	0.01%	942
2019 Q1	$87K	Buy	2,290 +1,405	+159%	+$53.4K	0.01%	913
2018 Q4	$30K	Hold	885	–	–	﹤0.01%	1329
2018 Q3	$33K	Hold	885	–	–	﹤0.01%	1352
2018 Q2	$33K	Hold	885	–	–	﹤0.01%	1232
2018 Q1	$35K	Hold	885	–	–	﹤0.01%	1154
2017 Q4	$36K	Hold	885	–	–	﹤0.01%	1148
2017 Q3	$35K	Hold	885	–	–	﹤0.01%	1106
2017 Q2	$34K	Hold	885	–	–	﹤0.01%	1081
2017 Q1	$33K	Buy	885 +180	+26%	+$6.71K	﹤0.01%	1043
2016 Q4	$25K	Sell	705 -400	-36%	-$14.2K	﹤0.01%	1092
2016 Q3	$40K	Hold	1,105	–	–	0.01%	898
2016 Q2	$39K	Hold	1,105	–	–	0.01%	891
2016 Q1	$38K	Buy	+1,105	New	+$38K	0.01%	881