Geneos Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.64K | Hold |
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|
2025
Q2 | $2.51K | Sell |
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|
2025
Q1 | $3.97K | Buy |
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|
2024
Q4 | $2.52K | Hold |
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|
2024
Q3 | $2.52K | Sell |
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|
2024
Q2 | $2.84K | Sell |
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|
2024
Q1 | $26.3K | Sell |
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|
2023
Q4 | $53.7K | Sell |
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|
2023
Q3 | $81.9K | Sell |
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|
2023
Q2 | $117K | Hold |
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|
2023
Q1 | $117K | Hold |
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|
2022
Q4 | $111K | Hold |
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|
2022
Q3 | $140K | Sell |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $751K | Hold |
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|
2021
Q2 | $877K | Buy |
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|
2021
Q1 | $839K | Hold |
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|
2020
Q4 | $895K | Buy |
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|
2020
Q3 | $471K | Sell |
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|
2020
Q2 | $393K | Sell |
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|
2020
Q1 | $320K | Sell |
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|
2019
Q4 | $407K | Sell |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $250K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $1K | Hold |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $5K | Buy |
|