Geneos Wealth Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$174K	Sell	2,664 -888	-25%	-$58.1K	﹤0.01%	1048
2025 Q1	$228K	Buy	3,552 +2,664	+300%	+$171K	﹤0.01%	1174
2024 Q4	$53.5K	Hold	888	–	–	﹤0.01%	1288
2024 Q3	$58.4K	Sell	888 -200	-18%	-$13.2K	﹤0.01%	1144
2024 Q2	$65.4K	Hold	1,088	–	–	﹤0.01%	985
2024 Q1	$66.4K	Sell	1,088 -79	-7%	-$4.82K	﹤0.01%	974
2023 Q4	$69.2K	Hold	1,167	–	–	﹤0.01%	957
2023 Q3	$66.6K	Buy	1,167 +79	+7%	+$4.51K	﹤0.01%	990
2023 Q2	$66.6K	Hold	1,088	–	–	﹤0.01%	995
2023 Q1	$67.4K	Hold	1,088	–	–	﹤0.01%	976
2022 Q4	$64.9K	Hold	1,088	–	–	﹤0.01%	957
2022 Q3	$58K	Hold	1,088	–	–	﹤0.01%	982
2022 Q2	$63K	Hold	1,088	–	–	﹤0.01%	1182
2022 Q1	$67K	Hold	1,088	–	–	﹤0.01%	1238
2021 Q4	$70K	Hold	1,088	–	–	﹤0.01%	1325
2021 Q3	$65K	Hold	1,088	–	–	﹤0.01%	1363
2021 Q2	$66K	Sell	1,088 -50	-4%	-$3.03K	﹤0.01%	1348
2021 Q1	$68K	Hold	1,138	–	–	﹤0.01%	1465
2020 Q4	$63K	Buy	1,138 +50	+5%	+$2.77K	﹤0.01%	1344
2020 Q3	$59K	Sell	1,088 -2,100	-66%	-$114K	﹤0.01%	1179
2020 Q2	$162K	Hold	3,188	–	–	0.01%	731
2020 Q1	$149K	Hold	3,188	–	–	0.01%	710
2019 Q4	$177K	Hold	3,188	–	–	0.01%	735
2019 Q3	$174K	Hold	3,188	–	–	0.01%	702
2019 Q2	$167K	Hold	3,188	–	–	0.01%	727
2019 Q1	$164K	Sell	3,188 -65,518	-95%	-$3.37M	0.01%	714
2018 Q4	$3.15M	Buy	68,706 +65,518	+2,055%	+$3.01M	0.23%	115
2018 Q3	$160K	Buy	3,188 +2,100	+193%	+$105K	0.01%	721
2018 Q2	$53K	Hold	1,088	–	–	﹤0.01%	1013
2018 Q1	$54K	Sell	1,088 -1,900	-64%	-$94.3K	﹤0.01%	967
2017 Q4	$158K	Buy	2,988 +1,900	+175%	+$100K	0.01%	603
2017 Q3	$55K	Hold	1,088	–	–	0.01%	902
2017 Q2	$55K	Buy	1,088 +140	+15%	+$7.08K	0.01%	884
2017 Q1	$47K	Hold	948	–	–	﹤0.01%	912
2016 Q4	$43K	Hold	948	–	–	0.01%	895
2016 Q3	$47K	Sell	948 -186	-16%	-$9.22K	0.01%	836
2016 Q2	$56K	Buy	1,134 +186	+20%	+$9.19K	0.01%	771
2016 Q1	$46K	Buy	+948	New	+$46K	0.01%	819