Geneos Wealth Management’s Global X MLP & Energy Infrastructure ETF MLPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $925K | Buy |
14,764
+936
| +7% | +$58.7K | 0.02% | 555 |
|
|
2025
Q1 | $882K | Buy |
+13,828
| New | +$882K | 0.01% | 702 |
|
|
2022
Q4 | – | Sell |
-31
| Closed | -$1K | – | 2066 |
|
|
2022
Q3 | $1K | Sell |
31
-34
| -52% | -$1.1K | ﹤0.01% | 1948 |
|
|
2022
Q2 | $2K | Hold |
65
| – | – | ﹤0.01% | 2401 |
|
|
2022
Q1 | $2K | Buy |
+65
| New | +$2K | ﹤0.01% | 2555 |
|
|
2021
Q3 | – | Sell |
-102
| Closed | -$3K | – | 2877 |
|
|
2021
Q2 | $3K | Sell |
102
-189
| -65% | -$5.56K | ﹤0.01% | 2583 |
|
|
2021
Q1 | $9K | Sell |
291
-299
| -51% | -$9.25K | ﹤0.01% | 2425 |
|
|
2020
Q4 | $19K | Buy |
+590
| New | +$19K | ﹤0.01% | 1944 |
|