Geneos Wealth Management’s iShares Global Energy ETF IXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $564K | Sell |
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|
2025
Q2 | $550K | Sell |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $481K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $498K | Hold |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $503K | Sell |
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|
2023
Q2 | $537K | Sell |
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|
2023
Q1 | $702K | Sell |
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|
2022
Q4 | $765K | Sell |
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|
2022
Q3 | $707K | Buy |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $446K | Sell |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $313K | Buy |
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|
2019
Q4 | $384K | Buy |
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|
2019
Q3 | $302K | Sell |
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|
2019
Q2 | $495K | Hold |
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|
2019
Q1 | $514K | Buy |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $351K | Buy |
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|
2018
Q2 | $316K | Buy |
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|
2018
Q1 | $199K | Sell |
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|
2017
Q4 | $212K | Hold |
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|
2017
Q3 | $202K | Buy |
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|
2017
Q2 | $102K | Sell |
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|
2017
Q1 | $138K | Hold |
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|
2016
Q4 | $145K | Buy |
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|
2016
Q3 | $111K | Buy |
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|
2016
Q2 | $90K | Sell |
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|
2016
Q1 | $117K | Buy |
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