GWM
WW

Geneos Wealth Management’s WW International WW Stock Holding History

Geneos Wealth Management’s Portfolio WW Stock Details WW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-143
Closed -$1.25K – 2227
2023
Q4 		$1.25K Hold
143
– – ﹤0.01% 1986
2023
Q3 		$1.58K Hold
143
– – ﹤0.01% 1971
2023
Q2 		$961 Buy
+143
New +$961 ﹤0.01% 2024