Geneos Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$33K Sell
540
-540
-50% -$33K ﹤0.01% 1780
2025
Q1
$61.9K Buy
1,080
+540
+100% +$30.9K ﹤0.01% 1802
2024
Q4
$32.3K Sell
540
-92
-15% -$5.5K ﹤0.01% 1511
2024
Q3
$38K Buy
632
+92
+17% +$5.54K ﹤0.01% 1295
2024
Q2
$29.7K Hold
540
﹤0.01% 1240
2024
Q1
$31K Buy
540
+140
+35% +$8.03K ﹤0.01% 1233
2023
Q4
$21.1K Hold
400
﹤0.01% 1332
2023
Q3
$18.9K Hold
400
﹤0.01% 1386
2023
Q2
$19.9K Hold
400
﹤0.01% 1376
2023
Q1
$19.2K Sell
400
-1,073
-73% -$51.4K ﹤0.01% 1362
2022
Q4
$68.6K Hold
1,473
﹤0.01% 946
2022
Q3
$62K Sell
1,473
-330
-18% -$13.9K ﹤0.01% 955
2022
Q2
$80K Buy
1,803
+131
+8% +$5.81K ﹤0.01% 1097
2022
Q1
$87K Buy
1,672
+199
+14% +$10.4K ﹤0.01% 1139
2021
Q4
$81K Hold
1,473
﹤0.01% 1251
2021
Q3
$77K Hold
1,473
﹤0.01% 1273
2021
Q2
$77K Hold
1,473
﹤0.01% 1276
2021
Q1
$75K Hold
1,473
﹤0.01% 1424
2020
Q4
$72K Hold
1,473
﹤0.01% 1277
2020
Q3
$54K Hold
1,473
﹤0.01% 1216
2020
Q2
$50K Hold
1,473
﹤0.01% 1213
2020
Q1
$41K Hold
1,473
﹤0.01% 1204
2019
Q4
$57K Hold
1,473
﹤0.01% 1185
2019
Q3
$53K Sell
1,473
-1,500
-50% -$54K ﹤0.01% 1145
2019
Q2
$108K Hold
2,973
0.01% 879
2019
Q1
$104K Buy
2,973
+345
+13% +$12.1K 0.01% 853
2018
Q4
$79K Hold
2,628
0.01% 911
2018
Q3
$95K Buy
2,628
+400
+18% +$14.5K 0.01% 903
2018
Q2
$77K Sell
2,228
-400
-15% -$13.8K 0.01% 874
2018
Q1
$90K Hold
2,628
0.01% 792
2017
Q4
$89K Hold
2,628
0.01% 785
2017
Q3
$84K Buy
2,628
+1,900
+261% +$60.7K 0.01% 757
2017
Q2
$22K Hold
728
﹤0.01% 1234
2017
Q1
$22K Hold
728
﹤0.01% 1203
2016
Q4
$20K Hold
728
﹤0.01% 1185
2016
Q3
$20K Hold
728
﹤0.01% 1134
2016
Q2
$19K Hold
728
﹤0.01% 1135
2016
Q1
$18K Buy
+728
New +$18K ﹤0.01% 1126