Geneos Wealth Management’s Themes US R&D Champions ETF USRD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,300	Closed	-$35.9K	–	3238
2025 Q1	$35.9K	Buy	1,300 +650	+100%	+$17.9K	﹤0.01%	2084
2024 Q4	$19.3K	Buy	+650	New	+$19.3K	﹤0.01%	1741