Geneos Wealth Management’s SPDR S&P 500 Fossil Fuel Free ETF SPYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.38K | Sell |
86
-154
| -64% | -$7.84K | ﹤0.01% | 2616 |
|
|
2025
Q1 | $11K | Buy |
240
+160
| +200% | +$7.32K | ﹤0.01% | 2537 |
|
|
2024
Q4 | $3.85K | Sell |
80
-8
| -9% | -$385 | ﹤0.01% | 2415 |
|
|
2024
Q3 | $4.16K | Buy |
+88
| New | +$4.16K | ﹤0.01% | 2123 |
|
|
2023
Q4 | – | Sell |
-1,974
| Closed | -$68.6K | – | 2164 |
|
|
2023
Q3 | $68.6K | Hold |
1,974
| – | – | ﹤0.01% | 981 |
|
|
2023
Q2 | $71.4K | Hold |
1,974
| – | – | ﹤0.01% | 972 |
|
|
2023
Q1 | $65.6K | Hold |
1,974
| – | – | ﹤0.01% | 987 |
|
|
2022
Q4 | $61.4K | Hold |
1,974
| – | – | ﹤0.01% | 977 |
|
|
2022
Q3 | $57K | Hold |
1,974
| – | – | ﹤0.01% | 987 |
|
|
2022
Q2 | $61K | Hold |
1,974
| – | – | ﹤0.01% | 1195 |
|
|
2022
Q1 | $73K | Hold |
1,974
| – | – | ﹤0.01% | 1214 |
|
|
2021
Q4 | $77K | Sell |
1,974
-531
| -21% | -$20.7K | ﹤0.01% | 1282 |
|
|
2021
Q3 | $89K | Hold |
2,505
| – | – | ﹤0.01% | 1220 |
|
|
2021
Q2 | $89K | Sell |
2,505
-6,507
| -72% | -$231K | ﹤0.01% | 1211 |
|
|
2021
Q1 | $310K | Hold |
9,012
| – | – | 0.01% | 784 |
|
|
2020
Q4 | $82K | Buy |
9,012
+7,470
| +484% | +$68K | ﹤0.01% | 1219 |
|
|
2020
Q3 | $42K | Buy |
+1,542
| New | +$42K | ﹤0.01% | 1334 |
|