GWM
OAKM

Geneos Wealth Management’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

Geneos Wealth Management’s Portfolio OAKM Stock Details OAKM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-786
Closed -$19.2K – 3256
2025
Q1 		$19.2K Buy
+786
New +$19.2K ﹤0.01% 2325