GWM
STEP icon

Geneos Wealth Management’s StepStone Group STEP Stock Holding History

Geneos Wealth Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.9K Sell
250
-250
-50% -$13.9K ﹤0.01% 2186
2025
Q1 		$26.1K Buy
500
+350
+233% +$18.3K ﹤0.01% 2222
2024
Q4 		$8.68K Buy
+150
New +$8.68K ﹤0.01% 2107