Geneos Wealth Management’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$709K	Buy	+11,324	New	+$709K	0.02%	613
2025 Q1	–	Sell	-84	Closed	-$5.21K	–	3116
2024 Q4	$5.21K	Buy	+84	New	+$5.21K	﹤0.01%	2320