GWM
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Geneos Wealth Management’s EXL Service EXLS Stock Holding History

Geneos Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.5K Sell
536
-1,065
-67% -$46.6K ﹤0.01% 1958
2025
Q1 		$75.6K Buy
1,601
+1,150
+255% +$54.3K ﹤0.01% 1703
2024
Q4 		$20K Buy
451
+121
+37% +$5.37K ﹤0.01% 1723
2024
Q3 		$12.6K Buy
+330
New +$12.6K ﹤0.01% 1745