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Geneos Wealth Management’s ProShares Ulta SmallCap600 SAA Stock Holding History

Geneos Wealth Management’s Portfolio SAA Stock Details SAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-50
Closed -$1K – 3071
2021
Q1 		$1K Hold
50
– – ﹤0.01% 3051
2020
Q4 		$1K Buy
+50
New +$1K ﹤0.01% 2823