Geneos Wealth Management’s SPDR SSGA US Large Cap Low Volatility Index ETF LGLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.34K | Sell |
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|
2025
Q2 | $64.4K | Sell |
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|
2025
Q1 | $126K | Buy |
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|
2024
Q4 | $58.8K | Sell |
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|
2024
Q3 | $61.9K | Buy |
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|
2024
Q2 | $4.58K | Hold |
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|
2024
Q1 | $4.67K | Hold |
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|
2023
Q4 | $4.35K | Sell |
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|
2023
Q3 | $86K | Sell |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $4.07K | Hold |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $833K | Buy |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $128K | Hold |
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|
2020
Q4 | $5K | Buy |
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|
2020
Q3 | $10K | Hold |
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|
2020
Q2 | $9K | Hold |
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|
2020
Q1 | $9K | Buy |
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|
2019
Q4 | $10K | Hold |
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|
2019
Q3 | $10K | Hold |
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|
2019
Q2 | $10K | Buy |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Hold |
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|
2018
Q3 | $3K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $41K | Buy |
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