Geneos Wealth Management’s WEX WEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$12.6K	Sell
2025 Q1	$18.8K	Buy
2024 Q4	$2.81K	Hold
2024 Q3	$3.36K	Buy
2021 Q2	–	Sell
2021 Q1	$2K	Buy
2020 Q3	–	Sell
2020 Q2	$15K	Buy
2018 Q2	–	Sell
2018 Q1	$27K	Buy