Geneos Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Sell |
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|
2025
Q1 | $59.1M | Buy |
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|
2024
Q4 | $30.9M | Buy |
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|
2024
Q3 | $29.6M | Sell |
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|
2024
Q2 | $26.6M | Sell |
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|
2024
Q1 | $30.1M | Buy |
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|
2023
Q4 | $28.1M | Buy |
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|
2023
Q3 | $24.7M | Buy |
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|
2023
Q2 | $20.9M | Buy |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $6.61M | Sell |
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|
2022
Q3 | $6.33M | Buy |
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|
2022
Q2 | $418K | Buy |
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|
2022
Q1 | $470K | Sell |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $389K | Sell |
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|
2021
Q1 | $869K | Sell |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $143K | Buy |
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|
2020
Q2 | $125K | Buy |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $103K | Hold |
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|
2019
Q2 | $99K | Hold |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $66K | Buy |
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|
2018
Q3 | $69K | Hold |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $56K | Buy |
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|
2017
Q2 | $7K | Buy |
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