Geneos Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.2K | Buy |
1,300
+900
| +225% | +$19.5K | ﹤0.01% | 1869 |
|
|
2025
Q1 | $8.44K | Buy |
400
+300
| +300% | +$6.33K | ﹤0.01% | 2618 |
|
|
2024
Q4 | $2.13K | Hold |
100
| – | – | ﹤0.01% | 2579 |
|
|
2024
Q3 | $2.23K | Hold |
100
| – | – | ﹤0.01% | 2275 |
|
|
2024
Q2 | $2.11K | Hold |
100
| – | – | ﹤0.01% | 1875 |
|
|
2024
Q1 | $2.12K | Hold |
100
| – | – | ﹤0.01% | 1888 |
|
|
2023
Q4 | $2.07K | Sell |
100
-400
| -80% | -$8.27K | ﹤0.01% | 1913 |
|
|
2023
Q3 | $9.56K | Sell |
500
-300
| -38% | -$5.73K | ﹤0.01% | 1578 |
|
|
2023
Q2 | $16.3K | Sell |
800
-100
| -11% | -$2.03K | ﹤0.01% | 1437 |
|
|
2023
Q1 | $18.2K | Hold |
900
| – | – | ﹤0.01% | 1375 |
|
|
2022
Q4 | $17.6K | Sell |
900
-400
| -31% | -$7.83K | ﹤0.01% | 1366 |
|
|
2022
Q3 | $24K | Sell |
1,300
-2,200
| -63% | -$40.6K | ﹤0.01% | 1262 |
|
|
2022
Q2 | $73K | Buy |
3,500
+400
| +13% | +$8.34K | ﹤0.01% | 1122 |
|
|
2022
Q1 | $74K | Hold |
3,100
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q4 | $80K | Buy |
3,100
+1,000
| +48% | +$25.8K | ﹤0.01% | 1255 |
|
|
2021
Q3 | $52K | Buy |
2,100
+1,000
| +91% | +$24.8K | ﹤0.01% | 1475 |
|
|
2021
Q2 | $28K | Buy |
1,100
+700
| +175% | +$17.8K | ﹤0.01% | 1746 |
|
|
2021
Q1 | $10K | Hold |
400
| – | – | ﹤0.01% | 2378 |
|
|
2020
Q4 | $9K | Buy |
+400
| New | +$9K | ﹤0.01% | 2253 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$2K | – | 2430 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2255 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2106 |
|
|
2018
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2032 |
|