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Geneos Wealth Management’s Element Solutions ESI Stock Holding History

Geneos Wealth Management’s Portfolio ESI Stock Details ESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.33K Sell
191
-56
-23% -$1.27K ﹤0.01% 2618
2025
Q1 		$17.4K Buy
247
+26
+12% +$1.83K ﹤0.01% 2385
2024
Q4 		$5.62K Hold
221
– – ﹤0.01% 2290
2024
Q3 		$6K Buy
+221
New +$6K ﹤0.01% 2016