GWM
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Geneos Wealth Management’s Putnam Focused Large Cap Value ETF PVAL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$28.8M Buy
716,366
+404,929
+130% +$16.3M 0.7% 23
2025
Q1
$11.9M Buy
+311,437
New +$11.9M 0.17% 146