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Geneos Wealth Management’s Inspire 500 ETF PTL Stock Holding History

Geneos Wealth Management’s Portfolio PTL Stock Details PTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.33M Sell
10,148
-19,260
-65% -$4.42M 0.06% 345
2025
Q1 		$6.04M Buy
29,408
+14,779
+101% +$3.04M 0.09% 275
2024
Q4 		$3.12M Buy
+14,629
New +$3.12M 0.11% 209