Geneos Wealth Management’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $212K | Buy |
|
|||||
|
2025
Q2 | $142K | Sell |
|
|||||
|
2025
Q1 | $3.29M | Buy |
|
|||||
|
2024
Q4 | $1.96M | Sell |
|
|||||
|
2024
Q3 | $3.07M | Sell |
|
|||||
|
2024
Q2 | $2.92M | Sell |
|
|||||
|
2024
Q1 | $4.31M | Sell |
|
|||||
|
2023
Q4 | $4.27M | Sell |
|
|||||
|
2023
Q3 | $4.37M | Buy |
|
|||||
|
2023
Q2 | $3.9M | Buy |
|
|||||
|
2023
Q1 | $3.67M | Buy |
|
|||||
|
2022
Q4 | $29.8K | Hold |
|
|||||
|
2022
Q3 | $27K | Sell |
|
|||||
|
2022
Q2 | $36K | Sell |
|
|||||
|
2022
Q1 | $63K | Sell |
|
|||||
|
2021
Q4 | $182K | Buy |
|
|||||
|
2021
Q3 | $83K | Hold |
|
|||||
|
2021
Q2 | $84K | Buy |
|
|||||
|
2021
Q1 | $70K | Hold |
|
|||||
|
2020
Q4 | $67K | Sell |
|
|||||
|
2020
Q3 | $69K | Sell |
|
|||||
|
2020
Q2 | $75K | Buy |
|
|||||
|
2020
Q1 | $65K | Sell |
|
|||||
|
2019
Q4 | $118K | Buy |
|
|||||
|
2019
Q3 | $96K | Buy |
|
|||||
|
2019
Q2 | $83K | Buy |
|
|||||
|
2019
Q1 | $24K | Sell |
|
|||||
|
2018
Q4 | $76K | Buy |
|
|||||
|
2018
Q3 | $21K | Buy |
|