Geneos Wealth Management’s iShares Global Tech ETF IXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.85M | Buy |
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|
2025
Q2 | $1.64M | Sell |
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|
2025
Q1 | $2.14M | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.14M | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $889K | Buy |
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|
2023
Q3 | $661K | Buy |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $272K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $563K | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $492K | Hold |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $428K | Hold |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $447K | Sell |
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|
2019
Q1 | $446K | Buy |
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|
2018
Q4 | $369K | Hold |
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|
2018
Q3 | $451K | Hold |
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|
2018
Q2 | $424K | Hold |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $396K | Sell |
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|
2017
Q3 | $407K | Sell |
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|
2017
Q2 | $379K | Sell |
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|
2017
Q1 | $372K | Hold |
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|
2016
Q4 | $329K | Sell |
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|
2016
Q3 | $622K | Buy |
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|
2016
Q2 | $292K | Hold |
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|
2016
Q1 | $300K | Buy |
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