Geneos Wealth Management’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $60.1K | Hold |
|
|||||
|
2025
Q2 | $54K | Sell |
|
|||||
|
2025
Q1 | $135K | Buy |
|
|||||
|
2024
Q4 | $51.3K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $281K | Sell |
|
|||||
|
2021
Q3 | $291K | Hold |
|
|||||
|
2021
Q2 | $292K | Sell |
|
|||||
|
2021
Q1 | $432K | Buy |
|
|||||
|
2020
Q4 | $273K | Buy |
|
|||||
|
2020
Q3 | $160K | Sell |
|
|||||
|
2020
Q2 | $151K | Sell |
|
|||||
|
2020
Q1 | $234K | Buy |
|
|||||
|
2019
Q4 | $69K | Hold |
|
|||||
|
2019
Q3 | $61K | Sell |
|
|||||
|
2019
Q2 | $317K | Buy |
|
|||||
|
2019
Q1 | $304K | Buy |
|
|||||
|
2018
Q4 | $244K | Buy |
|
|||||
|
2018
Q3 | $297K | Buy |
|
|||||
|
2018
Q2 | $264K | Sell |
|
|||||
|
2018
Q1 | $254K | Buy |
|
|||||
|
2017
Q4 | $248K | Buy |
|
|||||
|
2017
Q3 | $233K | Buy |
|
|||||
|
2017
Q2 | $220K | Buy |
|
|||||
|
2017
Q1 | $117K | Buy |
|
|||||
|
2016
Q4 | $24K | Hold |
|
|||||
|
2016
Q3 | $24K | Buy |
|
|||||
|
2016
Q2 | $18K | Buy |
|
|||||
|
2016
Q1 | $16K | Buy |
|