Geneos Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Geneos Wealth Management’s Portfolio PFFD Stock Details PFFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$91.7K	Sell
2025 Q2	$104K	Buy
2025 Q1	$96.8K	Buy
2024 Q4	$49.6K	Hold
2024 Q3	$52.8K	Hold
2024 Q2	$50K	Buy
2024 Q1	$17.5K	Hold
2023 Q4	$16.9K	Buy
2022 Q2	–	Sell
2022 Q1	$4K	Buy