Geneos Wealth Management’s Inspire Momentum ETF GLRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7K | Sell |
2,449
-2,449
| -50% | -$80.7K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $141K | Buy |
4,898
+2,894
| +144% | +$83.6K | ﹤0.01% | 1389 |
|
|
2024
Q4 | $61.9K | Buy |
2,004
+197
| +11% | +$6.08K | ﹤0.01% | 1239 |
|
|
2024
Q3 | $56.8K | Buy |
1,807
+436
| +32% | +$13.7K | ﹤0.01% | 1157 |
|
|
2024
Q2 | $41.3K | Buy |
1,371
+515
| +60% | +$15.5K | ﹤0.01% | 1131 |
|
|
2024
Q1 | $25.7K | Buy |
856
+270
| +46% | +$8.11K | ﹤0.01% | 1282 |
|
|
2023
Q4 | $15.6K | Buy |
586
+298
| +103% | +$7.93K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $7.27K | Buy |
288
+137
| +91% | +$3.46K | ﹤0.01% | 1646 |
|
|
2023
Q2 | $3.85K | Hold |
151
| – | – | ﹤0.01% | 1805 |
|
|
2023
Q1 | $3.64K | Sell |
151
-12
| -7% | -$289 | ﹤0.01% | 1802 |
|
|
2022
Q4 | $3.67K | Hold |
163
| – | – | ﹤0.01% | 1782 |
|
|
2022
Q3 | $3K | Buy |
+163
| New | +$3K | ﹤0.01% | 1782 |
|