Geneos Wealth Management’s Invesco Dorsey Wright Utilities Momentum ETF PUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell
2020 Q3	$29K	Hold
2020 Q2	$28K	Sell
2020 Q1	$281K	Sell
2019 Q4	$382K	Buy
2019 Q3	$384K	Buy
2019 Q2	$305K	Buy
2019 Q1	$216K	Buy
2018 Q4	$25K	Buy
2018 Q3	$8K	Hold
2018 Q2	$8K	Buy