GWM
GRF

Geneos Wealth Management’s Eagle Capital Growth Fund GRF Stock Holding History

Geneos Wealth Management’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-288
Closed -$2K – 2957
2021
Q1 		$2K Buy
+288
New +$2K ﹤0.01% 2885
2017
Q1 		– Sell
-1,000
Closed -$7K – 2096
2016
Q4 		$7K Sell
1,000
-1,500
-60% -$10.5K ﹤0.01% 1534
2016
Q3 		$19K Buy
+2,500
New +$19K ﹤0.01% 1145