Geneos Wealth Management’s Strategy Shares Newfound/ReSolve Robust Momentum ETF ROMO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.8K | Sell |
2,400
-1,200
| -33% | -$38.4K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $110K | Buy |
3,600
+2,400
| +200% | +$73.1K | ﹤0.01% | 1525 |
|
|
2024
Q4 | $37.9K | Hold |
1,200
| – | – | ﹤0.01% | 1428 |
|
|
2024
Q3 | $37.7K | Hold |
1,200
| – | – | ﹤0.01% | 1298 |
|
|
2024
Q2 | $35.9K | Hold |
1,200
| – | – | ﹤0.01% | 1178 |
|
|
2024
Q1 | $34.7K | Hold |
1,200
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q4 | $31.7K | Hold |
1,200
| – | – | ﹤0.01% | 1215 |
|
|
2023
Q3 | $29.9K | Hold |
1,200
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q2 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 1238 |
|
|
2023
Q1 | $30.2K | Hold |
1,200
| – | – | ﹤0.01% | 1222 |
|
|
2022
Q4 | $29.2K | Hold |
1,200
| – | – | ﹤0.01% | 1229 |
|
|
2022
Q3 | $29K | Hold |
1,200
| – | – | ﹤0.01% | 1208 |
|
|
2022
Q2 | $30K | Hold |
1,200
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q1 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 1560 |
|
|
2021
Q4 | $36K | Hold |
1,200
| – | – | ﹤0.01% | 1628 |
|
|
2021
Q3 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 1686 |
|
|
2021
Q2 | $33K | Hold |
1,200
| – | – | ﹤0.01% | 1671 |
|
|
2021
Q1 | $32K | Hold |
1,200
| – | – | ﹤0.01% | 1849 |
|
|
2020
Q4 | $31K | Hold |
1,200
| – | – | ﹤0.01% | 1685 |
|
|
2020
Q3 | $26K | Hold |
1,200
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q2 | $25K | Hold |
1,200
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q1 | $25K | Buy |
+1,200
| New | +$25K | ﹤0.01% | 1420 |
|