Geneos Wealth Management’s ORIX IX Stock Holding History

Geneos Wealth Management’s Portfolio IX Stock Details IX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.83K	Sell
2025 Q2	$46.3K	Sell
2025 Q1	$86K	Buy
2024 Q4	$4.99K	Hold
2024 Q3	$5.45K	Buy
2024 Q2	$1.56K	Hold
2024 Q1	$1.54K	Hold
2023 Q4	$1.31K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Buy