Geneos Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$422K	Sell	2,962 -1,542	-34%	-$219K	0.01%	764
2025 Q1	$586K	Buy	4,504 +2,687	+148%	+$350K	0.01%	836
2024 Q4	$243K	Hold	1,817	–	–	0.01%	781
2024 Q3	$243K	Sell	1,817 -25	-1%	-$3.34K	0.01%	725
2024 Q2	$220K	Hold	1,842	–	–	0.01%	683
2024 Q1	$232K	Hold	1,842	–	–	0.01%	662
2023 Q4	$211K	Hold	1,842	–	–	0.01%	664
2023 Q3	$186K	Hold	1,842	–	–	0.01%	702
2023 Q2	$195K	Hold	1,842	–	–	0.01%	689
2023 Q1	$184K	Hold	1,842	–	–	0.01%	673
2022 Q4	$178K	Hold	1,842	–	–	0.01%	661
2022 Q3	$154K	Sell	1,842 -110	-6%	-$9.2K	0.01%	675
2022 Q2	$174K	Hold	1,952	–	–	0.01%	798
2022 Q1	$205K	Hold	1,952	–	–	0.01%	792
2021 Q4	$220K	Hold	1,952	–	–	0.01%	822
2021 Q3	$212K	Hold	1,952	–	–	0.01%	830
2021 Q2	$218K	Sell	1,952 -70	-3%	-$7.82K	0.01%	808
2021 Q1	$223K	Sell	2,022 -332	-14%	-$36.6K	0.01%	921
2020 Q4	$249K	Sell	2,354 -50	-2%	-$5.29K	0.01%	754
2020 Q3	$197K	Hold	2,404	–	–	0.01%	691
2020 Q2	$174K	Hold	2,404	–	–	0.01%	712
2020 Q1	$147K	Hold	2,404	–	–	0.01%	715
2019 Q4	$202K	Hold	2,404	–	–	0.01%	698
2019 Q3	$189K	Hold	2,404	–	–	0.01%	679
2019 Q2	$190K	Hold	2,404	–	–	0.01%	687
2019 Q1	$182K	Sell	2,404 -834	-26%	-$63.1K	0.01%	673
2018 Q4	$206K	Hold	3,238	–	–	0.02%	593
2018 Q3	$252K	Sell	3,238 -650	-17%	-$50.6K	0.02%	563
2018 Q2	$279K	Hold	3,888	–	–	0.02%	466
2018 Q1	$281K	Hold	3,888	–	–	0.02%	439
2017 Q4	$286K	Buy	3,888 +110	+3%	+$8.09K	0.03%	434
2017 Q3	$261K	Hold	3,778	–	–	0.03%	437
2017 Q2	$248K	Hold	3,778	–	–	0.03%	439
2017 Q1	$237K	Sell	3,778 -1,160	-23%	-$72.8K	0.02%	437
2016 Q4	$297K	Buy	4,938 +2,418	+96%	+$145K	0.04%	358
2016 Q3	$144K	Sell	2,520 -11,412	-82%	-$652K	0.02%	519
2016 Q2	$767K	Buy	13,932 +12,502	+874%	+$688K	0.11%	179
2016 Q1	$76K	Buy	+1,430	New	+$76K	0.01%	658