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Geneos Wealth Management’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Geneos Wealth Management’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$50.7K Buy
3,155
+2,723
+630% +$43.7K ﹤0.01% 1562
2025
Q1 		$101K Buy
+432
New +$101K ﹤0.01% 1571