Geneos Wealth Management’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29K | Hold |
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2025
Q2 | $28.2K | Buy |
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2025
Q1 | $8.44K | Buy |
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|
2024
Q4 | $2.13K | Hold |
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|
2024
Q3 | $2.23K | Hold |
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|
2024
Q2 | $2.11K | Hold |
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|
2024
Q1 | $2.12K | Hold |
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|
2023
Q4 | $2.07K | Sell |
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|
2023
Q3 | $9.55K | Sell |
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|
2023
Q2 | $16.3K | Sell |
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|
2023
Q1 | $18.2K | Hold |
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|
2022
Q4 | $17.6K | Sell |
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|
2022
Q3 | $24K | Sell |
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|
2022
Q2 | $73K | Buy |
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|
2022
Q1 | $74K | Hold |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $52K | Buy |
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|
2021
Q2 | $28K | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Buy |
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