GWM
VLTA

Geneos Wealth Management’s Volta Inc. VLTA Stock Holding History

Geneos Wealth Management’s Portfolio VLTA Stock Details VLTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,475
Closed -$34K – 2927
2021
Q2 		$34K Buy
3,475
+100
+3% +$978 ﹤0.01% 1661
2021
Q1 		$34K Hold
3,375
– – ﹤0.01% 1827
2020
Q4 		$36K Buy
+3,375
New +$36K ﹤0.01% 1620