Geneos Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.6K | Sell |
1,084
-2,649
| -71% | -$102K | ﹤0.01% | 1678 |
|
|
2025
Q1 | $145K | Buy |
3,733
+1,141
| +44% | +$44.3K | ﹤0.01% | 1377 |
|
|
2024
Q4 | $106K | Buy |
2,592
+864
| +50% | +$35.2K | ﹤0.01% | 1051 |
|
|
2024
Q3 | $75.3K | Sell |
1,728
-271
| -14% | -$11.8K | ﹤0.01% | 1051 |
|
|
2024
Q2 | $77.6K | Sell |
1,999
-71
| -3% | -$2.76K | ﹤0.01% | 937 |
|
|
2024
Q1 | $93.7K | Buy |
2,070
+112
| +6% | +$5.07K | ﹤0.01% | 869 |
|
|
2023
Q4 | $99.8K | Sell |
1,958
-228
| -10% | -$11.6K | ﹤0.01% | 840 |
|
|
2023
Q3 | $121K | Sell |
2,186
-287
| -12% | -$15.8K | 0.01% | 821 |
|
|
2023
Q2 | $161K | Sell |
2,473
-249
| -9% | -$16.2K | 0.01% | 731 |
|
|
2023
Q1 | $173K | Sell |
2,722
-158
| -5% | -$10K | 0.01% | 684 |
|
|
2022
Q4 | $169K | Hold |
2,880
| – | – | 0.01% | 679 |
|
|
2022
Q3 | $190K | Sell |
2,880
-425
| -13% | -$28K | 0.01% | 614 |
|
|
2022
Q2 | $237K | Buy |
3,305
+150
| +5% | +$10.8K | 0.01% | 689 |
|
|
2022
Q1 | $242K | Sell |
3,155
-2,164
| -41% | -$166K | 0.01% | 733 |
|
|
2021
Q4 | $449K | Sell |
5,319
-7,794
| -59% | -$658K | 0.02% | 613 |
|
|
2021
Q3 | $1.07M | Buy |
13,113
+3,486
| +36% | +$283K | 0.04% | 364 |
|
|
2021
Q2 | $693K | Sell |
9,627
-3,164
| -25% | -$228K | 0.03% | 470 |
|
|
2021
Q1 | $813K | Buy |
12,791
+9,886
| +340% | +$628K | 0.02% | 490 |
|
|
2020
Q4 | $129K | Buy |
2,905
+2,230
| +330% | +$99K | 0.01% | 1026 |
|
|
2020
Q3 | $25K | Sell |
675
-50
| -7% | -$1.85K | ﹤0.01% | 1550 |
|
|
2020
Q2 | $22K | Sell |
725
-100
| -12% | -$3.03K | ﹤0.01% | 1578 |
|
|
2020
Q1 | $17K | Sell |
825
-639
| -44% | -$13.2K | ﹤0.01% | 1579 |
|
|
2019
Q4 | $40K | Sell |
1,464
-130
| -8% | -$3.55K | ﹤0.01% | 1368 |
|
|
2019
Q3 | $38K | Buy |
1,594
+1
| +0.1% | +$24 | ﹤0.01% | 1313 |
|
|
2019
Q2 | $41K | Sell |
1,593
-538
| -25% | -$13.8K | ﹤0.01% | 1295 |
|
|
2019
Q1 | $60K | Buy |
2,131
+609
| +40% | +$17.1K | ﹤0.01% | 1065 |
|
|
2018
Q4 | $40K | Sell |
1,522
-838
| -36% | -$22K | ﹤0.01% | 1204 |
|
|
2018
Q3 | $77K | Sell |
2,360
-438
| -16% | -$14.3K | 0.01% | 982 |
|
|
2018
Q2 | $91K | Buy |
2,798
+49
| +2% | +$1.59K | 0.01% | 825 |
|
|
2018
Q1 | $90K | Buy |
2,749
+876
| +47% | +$28.7K | 0.01% | 793 |
|
|
2017
Q4 | $72K | Buy |
1,873
+25
| +1% | +$961 | 0.01% | 861 |
|
|
2017
Q3 | $69K | Buy |
1,848
+800
| +76% | +$29.9K | 0.01% | 831 |
|
|
2017
Q2 | $30K | Buy |
1,048
+748
| +249% | +$21.4K | ﹤0.01% | 1119 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 1557 |
|
|
2016
Q4 | $7K | Hold |
300
| – | – | ﹤0.01% | 1536 |
|
|
2016
Q3 | $7K | Buy |
300
+100
| +50% | +$2.33K | ﹤0.01% | 1481 |
|
|
2016
Q2 | $5K | Sell |
200
-287
| -59% | -$7.18K | ﹤0.01% | 1521 |
|
|
2016
Q1 | $10K | Buy |
+487
| New | +$10K | ﹤0.01% | 1305 |
|