Geneos Wealth Management’s Vistra VST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$101K	Sell
2025 Q2	$388K	Sell
2025 Q1	$406K	Buy
2024 Q4	$80.1K	Sell
2024 Q3	$83.8K	Buy
2024 Q2	$9.8K	Buy
2024 Q1	$975	Hold
2023 Q4	$539	Buy
2021 Q2	–	Sell
2021 Q1	$13K	Buy