Geneos Wealth Management’s Themes Generative Artificial Intelligence ETF WISE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.8K	Sell	300 -300	-50%	-$10.8K	﹤0.01%	2291
2025 Q1	$18.4K	Buy	600 +300	+100%	+$9.21K	﹤0.01%	2354
2024 Q4	$11.5K	Buy	+300	New	+$11.5K	﹤0.01%	1996