Geneos Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $171K | Hold |
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|
2025
Q2 | $174K | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | $53.5K | Hold |
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|
2024
Q3 | $58.4K | Sell |
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|
2024
Q2 | $65.4K | Hold |
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|
2024
Q1 | $66.4K | Sell |
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|
2023
Q4 | $69.2K | Hold |
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|
2023
Q3 | $66.6K | Buy |
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|
2023
Q2 | $66.6K | Hold |
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|
2023
Q1 | $67.4K | Hold |
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|
2022
Q4 | $64.9K | Hold |
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|
2022
Q3 | $58K | Hold |
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|
2022
Q2 | $63K | Hold |
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|
2022
Q1 | $67K | Hold |
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|
2021
Q4 | $70K | Hold |
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|
2021
Q3 | $65K | Hold |
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|
2021
Q2 | $66K | Sell |
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|
2021
Q1 | $68K | Hold |
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|
2020
Q4 | $63K | Buy |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $162K | Hold |
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|
2020
Q1 | $149K | Hold |
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|
2019
Q4 | $177K | Hold |
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|
2019
Q3 | $174K | Hold |
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|
2019
Q2 | $167K | Hold |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $3.15M | Buy |
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|
2018
Q3 | $160K | Buy |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $54K | Sell |
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|
2017
Q4 | $158K | Buy |
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|
2017
Q3 | $55K | Hold |
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|
2017
Q2 | $55K | Buy |
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|
2017
Q1 | $47K | Hold |
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|
2016
Q4 | $43K | Hold |
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|
2016
Q3 | $47K | Sell |
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|
2016
Q2 | $56K | Buy |
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|
2016
Q1 | $46K | Buy |
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