Geneos Wealth Management’s Insight Select Income Fund INSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-724	Closed	-$11K	–	2649
2022 Q2	$11K	Hold	724	–	–	﹤0.01%	1925
2022 Q1	$12K	Buy	724 +1	+0.1%	+$17	﹤0.01%	2028
2021 Q4	$16K	Hold	723	–	–	﹤0.01%	2005
2021 Q3	$15K	Hold	723	–	–	﹤0.01%	2079
2021 Q2	$15K	Hold	723	–	–	﹤0.01%	2062
2021 Q1	$14K	Hold	723	–	–	﹤0.01%	2250
2020 Q4	$14K	Hold	723	–	–	﹤0.01%	2100
2020 Q3	$14K	Hold	723	–	–	﹤0.01%	1840
2020 Q2	$14K	Hold	723	–	–	﹤0.01%	1786
2020 Q1	$14K	Hold	723	–	–	﹤0.01%	1669
2019 Q4	$14K	Hold	723	–	–	﹤0.01%	1856
2019 Q3	$14K	Hold	723	–	–	﹤0.01%	1773
2019 Q2	$14K	Hold	723	–	–	﹤0.01%	1794
2019 Q1	$13K	Hold	723	–	–	﹤0.01%	1760
2018 Q4	$12K	Hold	723	–	–	﹤0.01%	1738
2018 Q3	$13K	Hold	723	–	–	﹤0.01%	1763
2018 Q2	$13K	Hold	723	–	–	﹤0.01%	1618
2018 Q1	$14K	Hold	723	–	–	﹤0.01%	1538
2017 Q4	$14K	Sell	723 -75	-9%	-$1.45K	﹤0.01%	1529
2017 Q3	$16K	Sell	798 -64	-7%	-$1.28K	﹤0.01%	1424
2017 Q2	$17K	Hold	862	–	–	﹤0.01%	1349
2017 Q1	$16K	Hold	862	–	–	﹤0.01%	1331
2016 Q4	$16K	Buy	+862	New	+$16K	﹤0.01%	1281