GWM
VERX icon

Geneos Wealth Management’s Vertex VERX Stock Holding History

Geneos Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.5K Sell
99
-282
-74% -$9.96K ﹤0.01% 2671
2025
Q1 		$13.3K Buy
381
+228
+149% +$7.98K ﹤0.01% 2477
2024
Q4 		$8.16K Buy
153
+44
+40% +$2.35K ﹤0.01% 2133
2024
Q3 		$4.2K Buy
+109
New +$4.2K ﹤0.01% 2120