Geneos Wealth Management’s iShares Global Healthcare ETF IXJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.61K	Hold	60	–	–	﹤0.01%	2137
2025 Q4	$5.84K	Sell	60 -90	-60%	-$8.52K	﹤0.01%	2106
2025 Q3	$13.3K	Hold	150	–	–	﹤0.01%	1867
2025 Q2	$12.9K	Sell	150 -150	-50%	-$12.9K	﹤0.01%	2219
2025 Q1	$27.4K	Buy	300 +195	+186%	+$17.7K	﹤0.01%	2195
2024 Q4	$9.03K	Hold	105	–	–	﹤0.01%	2091
2024 Q3	$10.3K	Hold	105	–	–	﹤0.01%	1831
2024 Q2	$9.75K	Hold	105	–	–	﹤0.01%	1557
2024 Q1	$9.78K	Buy	105 +60	+133%	+$5.43K	﹤0.01%	1553
2023 Q4	$3.9K	Hold	45	–	–	﹤0.01%	1784
2023 Q3	$3.71K	Buy	+45	New	+$3.82K	﹤0.01%	1823
2022 Q3	–	Sell	-450	Closed	-$36K	–	2305
2022 Q2	$36K	Sell	450 -218	-33%	-$18.2K	﹤0.01%	1419
2022 Q1	$58K	Buy	668 +98	+17%	+$8.29K	﹤0.01%	1317
2021 Q4	$51K	Sell	570 -109	-16%	-$9.42K	﹤0.01%	1470
2021 Q3	$56K	Hold	679	–	–	﹤0.01%	1427
2021 Q2	$57K	Hold	679	–	–	﹤0.01%	1410
2021 Q1	$54K	Hold	679	–	–	﹤0.01%	1587
2020 Q4	$52K	Hold	679	–	–	﹤0.01%	1439
2020 Q3	$48K	Hold	679	–	–	﹤0.01%	1271
2020 Q2	$45K	Hold	679	–	–	﹤0.01%	1265
2020 Q1	$39K	Hold	679	–	–	﹤0.01%	1222
2019 Q4	$46K	Hold	679	–	–	﹤0.01%	1303
2019 Q3	$41K	Hold	679	–	–	﹤0.01%	1285
2019 Q2	$41K	Hold	679	–	–	﹤0.01%	1293
2019 Q1	$41K	Sell	679 -231	-25%	-$13.8K	﹤0.01%	1237
2018 Q4	$51K	Hold	910	–	–	﹤0.01%	1087
2018 Q3	$57K	Sell	910 -1,190	-57%	-$71.9K	﹤0.01%	1113
2018 Q2	$118K	Sell	2,100 -708	-25%	-$39.9K	0.01%	730
2018 Q1	$156K	Sell	2,808 -520	-16%	-$29.9K	0.01%	604
2017 Q4	$187K	Hold	3,328	–	–	0.02%	552
2017 Q3	$187K	Hold	3,328	–	–	0.02%	524
2017 Q2	$181K	Sell	3,328 -160	-5%	-$8.5K	0.02%	520
2017 Q1	$179K	Hold	3,488	–	–	0.02%	510
2016 Q4	$165K	Sell	3,488 -340	-9%	-$16.3K	0.02%	501
2016 Q3	$192K	Hold	3,828	–	–	0.03%	453
2016 Q2	$194K	Buy	3,828 +130	+4%	+$6.48K	0.03%	449
2016 Q1	$179K	Buy	+3,698	New	+$176K	0.03%	457