Geneos Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $578K | Sell |
|
|||||
|
2025
Q2 | $518K | Sell |
|
|||||
|
2025
Q1 | $510K | Buy |
|
|||||
|
2024
Q4 | $251K | Sell |
|
|||||
|
2024
Q3 | $370K | Sell |
|
|||||
|
2024
Q2 | $657K | Buy |
|
|||||
|
2024
Q1 | $685K | Sell |
|
|||||
|
2023
Q4 | $829K | Sell |
|
|||||
|
2023
Q3 | $841K | Buy |
|
|||||
|
2023
Q2 | $609K | Sell |
|
|||||
|
2023
Q1 | $816K | Sell |
|
|||||
|
2022
Q4 | $825K | Hold |
|
|||||
|
2022
Q3 | $793K | Sell |
|
|||||
|
2022
Q2 | $895K | Sell |
|
|||||
|
2022
Q1 | $1.15M | Sell |
|
|||||
|
2021
Q4 | $1.49M | Buy |
|
|||||
|
2021
Q3 | $730K | Buy |
|
|||||
|
2021
Q2 | $763K | Buy |
|
|||||
|
2021
Q1 | $659K | Buy |
|
|||||
|
2020
Q4 | $502K | Buy |
|
|||||
|
2020
Q3 | $70K | Hold |
|
|||||
|
2020
Q2 | $50K | Hold |
|
|||||
|
2020
Q1 | $39K | Hold |
|
|||||
|
2019
Q4 | $49K | Buy |
|
|||||
|
2019
Q3 | $29K | Buy |
|
|||||
|
2019
Q2 | $22K | Buy |
|
|||||
|
2019
Q1 | $10K | Hold |
|
|||||
|
2018
Q4 | $9K | Sell |
|
|||||
|
2018
Q3 | $13K | Buy |
|
|||||
|
2018
Q2 | $3K | Hold |
|
|||||
|
2018
Q1 | $3K | Buy |
|
|||||
|
2017
Q4 | $1K | Hold |
|
|||||
|
2017
Q3 | $1K | Hold |
|
|||||
|
2017
Q2 | $1K | Buy |
|