Geneos Wealth Management’s Main Thematic Innovation ETF TMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $709K | Buy |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $24.4K | Sell |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q3 | $8.32K | Hold |
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|
2024
Q2 | $8.05K | Hold |
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|
2024
Q1 | $8.2K | Hold |
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|
2023
Q4 | $7.67K | Hold |
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|
2023
Q3 | $6.36K | Sell |
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|
2023
Q2 | $7.35K | Buy |
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|
2023
Q1 | $6.62K | Hold |
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|
2022
Q4 | $5.79K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $13K | Buy |
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