Geneos Wealth Management’s Etsy ETSY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.7K	Sell	254 -8,399	-97%	-$421K	﹤0.01%	2223
2025 Q1	$414K	Buy	8,653 +4,722	+120%	+$226K	0.01%	953
2024 Q4	$208K	Buy	3,931 +3,650	+1,299%	+$193K	0.01%	819
2024 Q3	$15.6K	Buy	281 +21	+8%	+$1.17K	﹤0.01%	1654
2024 Q2	$15.3K	Sell	260 -12	-4%	-$708	﹤0.01%	1423
2024 Q1	$18.7K	Buy	272 +12	+5%	+$825	﹤0.01%	1380
2023 Q4	$21.1K	Hold	260	–	–	﹤0.01%	1331
2023 Q3	$16.8K	Hold	260	–	–	﹤0.01%	1432
2023 Q2	$22K	Hold	260	–	–	﹤0.01%	1339
2023 Q1	$28.9K	Hold	260	–	–	﹤0.01%	1234
2022 Q4	$31.1K	Sell	260 -300	-54%	-$35.9K	﹤0.01%	1209
2022 Q3	$56K	Sell	560 -577	-51%	-$57.7K	﹤0.01%	991
2022 Q2	$90K	Buy	1,137 +79	+7%	+$6.25K	﹤0.01%	1042
2022 Q1	$131K	Sell	1,058 -19	-2%	-$2.35K	0.01%	976
2021 Q4	$229K	Buy	1,077 +15	+1%	+$3.19K	0.01%	805
2021 Q3	$217K	Buy	1,062 +50	+5%	+$10.2K	0.01%	821
2021 Q2	$199K	Sell	1,012 -868	-46%	-$171K	0.01%	841
2021 Q1	$373K	Sell	1,880 -94	-5%	-$18.7K	0.01%	718
2020 Q4	$206K	Buy	1,974 +1,309	+197%	+$137K	0.01%	815
2020 Q3	$78K	Hold	665	–	–	﹤0.01%	1050
2020 Q2	$68K	Hold	665	–	–	﹤0.01%	1083
2020 Q1	$25K	Hold	665	–	–	﹤0.01%	1415
2019 Q4	$29K	Hold	665	–	–	﹤0.01%	1519
2019 Q3	$36K	Hold	665	–	–	﹤0.01%	1336
2019 Q2	$40K	Hold	665	–	–	﹤0.01%	1303
2019 Q1	$44K	Hold	665	–	–	﹤0.01%	1203
2018 Q4	$31K	Hold	665	–	–	﹤0.01%	1314
2018 Q3	$34K	Buy	665 +425	+177%	+$21.7K	﹤0.01%	1347
2018 Q2	$10K	Sell	240 -300	-56%	-$12.5K	﹤0.01%	1714
2018 Q1	$15K	Sell	540 -2,271	-81%	-$63.1K	﹤0.01%	1501
2017 Q4	$57K	Sell	2,811 -160	-5%	-$3.24K	0.01%	943
2017 Q3	$50K	Buy	2,971 +2,431	+450%	+$40.9K	0.01%	939
2017 Q2	$8K	Hold	540	–	–	﹤0.01%	1596
2017 Q1	$5K	Hold	540	–	–	﹤0.01%	1678
2016 Q4	$6K	Hold	540	–	–	﹤0.01%	1570
2016 Q3	$7K	Hold	540	–	–	﹤0.01%	1474
2016 Q2	$5K	Buy	540 +300	+125%	+$2.78K	﹤0.01%	1508
2016 Q1	$2K	Buy	+240	New	+$2K	﹤0.01%	1654