GWM
ETJ

Geneos Wealth Management’s Eaton Vance Risk-Managed Diversified Equity Income Fund ETJ Stock Holding History

Geneos Wealth Management’s Portfolio ETJ Stock Details ETJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$34.8K Sell
3,855
-1,095
-22% -$9.9K ﹤0.01% 1755
2025
Q1 		$41.9K Buy
4,950
+2,475
+100% +$20.9K ﹤0.01% 2013
2024
Q4 		$23K Hold
2,475
– – ﹤0.01% 1665
2024
Q3 		$22.8K Buy
+2,475
New +$22.8K ﹤0.01% 1516