Geneos Wealth Management’s Cactus WHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$11.8K	Sell
2025 Q1	$37.6K	Buy
2024 Q4	$12.5K	Buy
2024 Q3	$11.6K	Buy
2023 Q4	–	Sell
2023 Q3	$22.6K	Hold
2023 Q2	$19K	Hold
2023 Q1	$18.6K	Hold
2022 Q4	$22.6K	Buy