Geneos Wealth Management’s Voya Global Equity Dividend and Premium Opportunity Fund IGD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $10.8K | Sell |
1,860
-1,896
| -50% | -$11K | ﹤0.01% | 2296 |
|
2025
Q1 | $26.6K | Buy |
3,756
+2,306
| +159% | +$16.3K | ﹤0.01% | 2206 |
|
2024
Q4 | $7.86K | Sell |
1,450
-674
| -32% | -$3.65K | ﹤0.01% | 2154 |
|
2024
Q3 | $12K | Buy |
+2,124
| New | +$12K | ﹤0.01% | 1765 |
|
2022
Q3 | – | Sell |
-2,068
| Closed | -$11K | – | 2287 |
|
2022
Q2 | $11K | Hold |
2,068
| – | – | ﹤0.01% | 1907 |
|
2022
Q1 | $12K | Hold |
2,068
| – | – | ﹤0.01% | 2007 |
|
2021
Q4 | $12K | Sell |
2,068
-4,907
| -70% | -$28.5K | ﹤0.01% | 2102 |
|
2021
Q3 | $40K | Sell |
6,975
-2,455
| -26% | -$14.1K | ﹤0.01% | 1592 |
|
2021
Q2 | $56K | Hold |
9,430
| – | – | ﹤0.01% | 1418 |
|
2021
Q1 | $55K | Hold |
9,430
| – | – | ﹤0.01% | 1576 |
|
2020
Q4 | $53K | Hold |
9,430
| – | – | ﹤0.01% | 1430 |
|
2020
Q3 | $45K | Hold |
9,430
| – | – | ﹤0.01% | 1298 |
|
2020
Q2 | $45K | Hold |
9,430
| – | – | ﹤0.01% | 1263 |
|
2020
Q1 | $43K | Sell |
9,430
-1,110
| -11% | -$5.06K | ﹤0.01% | 1182 |
|
2019
Q4 | $66K | Buy |
10,540
+1,110
| +12% | +$6.95K | ﹤0.01% | 1123 |
|
2019
Q3 | $56K | Sell |
9,430
-1,650
| -15% | -$9.8K | ﹤0.01% | 1127 |
|
2019
Q2 | $72K | Buy |
11,080
+1,650
| +17% | +$10.7K | ﹤0.01% | 1028 |
|
2019
Q1 | $61K | Hold |
9,430
| – | – | ﹤0.01% | 1052 |
|
2018
Q4 | $54K | Hold |
9,430
| – | – | ﹤0.01% | 1056 |
|
2018
Q3 | $69K | Hold |
9,430
| – | – | ﹤0.01% | 1031 |
|
2018
Q2 | $69K | Hold |
9,430
| – | – | 0.01% | 915 |
|
2018
Q1 | $68K | Hold |
9,430
| – | – | 0.01% | 884 |
|
2017
Q4 | $73K | Hold |
9,430
| – | – | 0.01% | 858 |
|
2017
Q3 | $76K | Hold |
9,430
| – | – | 0.01% | 797 |
|
2017
Q2 | $71K | Hold |
9,430
| – | – | 0.01% | 796 |
|
2017
Q1 | $69K | Hold |
9,430
| – | – | 0.01% | 777 |
|
2016
Q4 | $63K | Hold |
9,430
| – | – | 0.01% | 748 |
|
2016
Q3 | $68K | Hold |
9,430
| – | – | 0.01% | 701 |
|
2016
Q2 | $64K | Hold |
9,430
| – | – | 0.01% | 720 |
|
2016
Q1 | $65K | Buy |
+9,430
| New | +$65K | 0.01% | 714 |
|