Geneos Wealth Management’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.79K | Sell |
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2025
Q1 | $18.2K | Buy |
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2024
Q4 | $8.73K | Hold |
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2024
Q3 | $7.78K | Hold |
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2024
Q2 | $6.5K | Hold |
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2024
Q1 | $6.94K | Buy |
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2023
Q4 | – | Sell |
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2023
Q3 | $4.42K | Hold |
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2023
Q2 | $4.61K | Hold |
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2023
Q1 | $4.26K | Hold |
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2022
Q4 | $4.59K | Buy |
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2022
Q3 | $3K | Hold |
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2022
Q2 | $4K | Hold |
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2022
Q1 | $6K | Buy |
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2021
Q3 | – | Sell |
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2021
Q2 | $20.8M | Sell |
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2021
Q1 | $38.4M | Sell |
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2020
Q4 | $53.6M | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $6.03M | Sell |
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2019
Q3 | $11.4M | Buy |
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2019
Q2 | $5.72M | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $2.81M | Sell |
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2017
Q4 | $4.75M | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $875K | Buy |
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