Geneos Wealth Management’s AllianzIM U.S. Large Cap Buffer20 Sep ETF SEPW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$60.3K Sell
2,000
-2,000
-50% -$60.3K ﹤0.01% 1470
2025
Q1
$114K Buy
4,000
+3,000
+300% +$85.6K ﹤0.01% 1498
2024
Q4
$28.9K Buy
+1,000
New +$28.9K ﹤0.01% 1560