Geneos Wealth Management’s State Street SPDR Dow Jones International Real Estate ETF RWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.7K | Sell |
853
-44
| -5% | -$1.26K | ﹤0.01% | 1718 |
|
|
2025
Q4 | $25.1K | Hold |
897
| – | – | ﹤0.01% | 1652 |
|
|
2025
Q3 | $24.9K | Hold |
897
| – | – | ﹤0.01% | 1645 |
|
|
2025
Q2 | $24.6K | Sell |
897
-897
| -50% | -$23.4K | ﹤0.01% | 1931 |
|
|
2025
Q1 | $43.9K | Buy |
1,794
+926
| +107% | +$22.1K | ﹤0.01% | 1992 |
|
|
2024
Q4 | $20K | Buy |
868
+1
| +0.1% | +$25 | ﹤0.01% | 1724 |
|
|
2024
Q3 | $23.9K | Hold |
867
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q2 | $20.8K | Buy |
867
+86
| +11% | +$2.16K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $20.4K | Hold |
781
| – | – | ﹤0.01% | 1356 |
|
|
2023
Q4 | $21.3K | Sell |
781
-4
| -0.5% | -$99 | ﹤0.01% | 1327 |
|
|
2023
Q3 | $18.7K | Sell |
785
-47
| -6% | -$1.18K | ﹤0.01% | 1393 |
|
|
2023
Q2 | $20.6K | Buy |
832
+28
| +3% | +$735 | ﹤0.01% | 1370 |
|
|
2023
Q1 | $21.1K | Sell |
804
-4
| -0.5% | -$109 | ﹤0.01% | 1329 |
|
|
2022
Q4 | $21.6K | Buy |
808
+124
| +18% | +$3.17K | ﹤0.01% | 1319 |
|
|
2022
Q3 | $16K | Buy |
684
+24
| +4% | +$671 | ﹤0.01% | 1402 |
|
|
2022
Q2 | $18K | Sell |
660
-104
| -14% | -$3.25K | ﹤0.01% | 1737 |
|
|
2022
Q1 | $26K | Buy |
764
+233
| +44% | +$7.86K | ﹤0.01% | 1678 |
|
|
2021
Q4 | $18K | Sell |
531
-183
| -26% | -$6.59K | ﹤0.01% | 1949 |
|
|
2021
Q3 | $25K | Buy |
714
+50
| +8% | +$1.88K | ﹤0.01% | 1806 |
|
|
2021
Q2 | $24K | Buy |
664
+4
| +0.6% | +$147 | ﹤0.01% | 1823 |
|
|
2021
Q1 | $23K | Hold |
660
| – | – | ﹤0.01% | 2014 |
|
|
2020
Q4 | $22K | Buy |
660
+94
| +17% | +$2.98K | ﹤0.01% | 1856 |
|
|
2020
Q3 | $16K | Buy |
566
+129
| +30% | +$3.86K | ﹤0.01% | 1766 |
|
|
2020
Q2 | $12K | Buy |
437
+71
| +19% | +$2.01K | ﹤0.01% | 1850 |
|
|
2020
Q1 | $9K | Buy |
+366
| New | +$13K | ﹤0.01% | 1868 |
|
|
2018
Q2 | – | Sell |
-450
| Closed | -$18K | – | 2315 |
|
|
2018
Q1 | $18K | Sell |
450
-120
| -21% | -$4.84K | ﹤0.01% | 1440 |
|
|
2017
Q4 | $23K | Sell |
570
-69
| -11% | -$2.69K | ﹤0.01% | 1332 |
|
|
2017
Q3 | $24K | Hold |
639
| – | – | ﹤0.01% | 1255 |
|
|
2017
Q2 | $24K | Sell |
639
-207
| -24% | -$8K | ﹤0.01% | 1205 |
|
|
2017
Q1 | $31K | Hold |
846
| – | – | ﹤0.01% | 1077 |
|
|
2016
Q4 | $30K | Sell |
846
-512
| -38% | -$19.5K | ﹤0.01% | 1027 |
|
|
2016
Q3 | $56K | Hold |
1,358
| – | – | 0.01% | 775 |
|
|
2016
Q2 | $56K | Buy |
1,358
+512
| +61% | +$21.4K | 0.01% | 776 |
|
|
2016
Q1 | $34K | Buy |
+846
| New | +$32.6K | 0.01% | 921 |
|
Other funds holding RWX
OPCM
BAAM
AC
OMC
ITB