Geneos Wealth Management’s SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $567K | Buy |
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|
2025
Q2 | $299K | Buy |
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|
2025
Q1 | $176K | Buy |
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|
2024
Q4 | $65.3K | Hold |
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|
2024
Q3 | $66.8K | Buy |
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|
2024
Q2 | $38.4K | Hold |
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|
2024
Q1 | $37.7K | Hold |
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|
2023
Q4 | $34.9K | Hold |
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|
2023
Q3 | $31.9K | Hold |
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|
2023
Q2 | $33K | Sell |
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|
2023
Q1 | $38.3K | Hold |
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|
2022
Q4 | $35.8K | Sell |
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|
2022
Q3 | $887K | Buy |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $9.31M | Buy |
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|
2021
Q4 | $9.2M | Buy |
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|
2021
Q3 | $1.96M | Buy |
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|
2021
Q2 | $1.96M | Sell |
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|
2021
Q1 | $7.25M | Buy |
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|
2020
Q4 | $6.98M | Buy |
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|
2020
Q3 | $5.6M | Buy |
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|
2020
Q2 | $5.08M | Sell |
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|
2020
Q1 | $4.43M | Buy |
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|
2019
Q4 | $5.66M | Buy |
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