Geneos Wealth Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Geneos Wealth Management’s Portfolio TOPT Stock Details TOPT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Sell
2025 Q4	$2.69M	Buy
2025 Q3	$504K	Buy