GWM
MAXJ

Geneos Wealth Management’s iShares Large Cap Max Buffer Jun ETF MAXJ Stock Holding History

Geneos Wealth Management’s Portfolio MAXJ Stock Details MAXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$96.5K Sell
3,507
-1,169
-25% -$32.2K ﹤0.01% 1271
2025
Q1 		$121K Buy
4,676
+3,507
+300% +$90.4K ﹤0.01% 1468
2024
Q4 		$30.6K Buy
+1,169
New +$30.6K ﹤0.01% 1535