GWM

Geneos Wealth Management’s Marqeta MQ Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$635	Buy	+109	New	+$635	﹤0.01%	3080
2022 Q3	–	Sell	-500	Closed	-$4K	–	2361
2022 Q2	$4K	Hold	500	–	–	﹤0.01%	2260
2022 Q1	$5K	Buy	+500	New	+$5K	﹤0.01%	2343