Geneos Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Sell |
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|
2025
Q2 | $1.23M | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $337K | Buy |
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|
2023
Q4 | $317K | Buy |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $291K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $152K | Buy |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $138K | Hold |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $108K | Hold |
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|
2020
Q4 | $106K | Hold |
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|
2020
Q3 | $98K | Hold |
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|
2020
Q2 | $93K | Hold |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $113K | Buy |
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|
2019
Q3 | $111K | Sell |
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|
2019
Q2 | $135K | Hold |
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|
2019
Q1 | $133K | Hold |
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|
2018
Q4 | $121K | Hold |
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|
2018
Q3 | $133K | Sell |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q4 | $125K | Buy |
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|
2017
Q3 | $41K | Hold |
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|
2017
Q2 | $42K | Buy |
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|
2017
Q1 | $17K | Buy |
|