Geneos Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-90
Closed -$4.4K 3226
2025
Q1
$4.4K Buy
+90
New +$4.4K ﹤0.01% 2785
2024
Q1
Sell
-45
Closed -$1.93K 2219
2023
Q4
$1.93K Hold
45
﹤0.01% 1927
2023
Q3
$1.65K Buy
+45
New +$1.65K ﹤0.01% 1964