Geneos Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5M | Sell |
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|
2025
Q1 | $73.3M | Buy |
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|
2024
Q4 | $30.9M | Sell |
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|
2024
Q3 | $32.3M | Buy |
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|
2024
Q2 | $22.8M | Sell |
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|
2024
Q1 | $21.9M | Buy |
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|
2023
Q4 | $17.1M | Buy |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $6.72M | Buy |
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|
2022
Q4 | $5.52M | Buy |
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|
2022
Q3 | $5.14M | Sell |
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|
2022
Q2 | $7.36M | Sell |
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|
2022
Q1 | $12.8M | Sell |
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|
2021
Q4 | $15.4M | Sell |
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|
2021
Q3 | $22.5M | Buy |
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|
2021
Q2 | $21.9M | Sell |
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|
2021
Q1 | $25.3M | Sell |
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|
2020
Q4 | $23.7M | Buy |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $20.6M | Buy |
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|
2020
Q1 | $7.24M | Buy |
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|
2019
Q4 | $6.99M | Buy |
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|
2019
Q3 | $5.9M | Buy |
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|
2019
Q2 | $5.68M | Sell |
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|
2019
Q1 | $5.72M | Sell |
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|
2018
Q4 | $10.3M | Buy |
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|
2018
Q3 | $9.82M | Sell |
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|
2018
Q2 | $9.46M | Buy |
|