Geneos Wealth Management’s Inspire International ETF WWJD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.3K | Sell |
1,788
-2,130
| -54% | -$73K | ﹤0.01% | 1464 |
|
|
2025
Q1 | $120K | Buy |
3,918
+2,130
| +119% | +$65.5K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $51.9K | Hold |
1,788
| – | – | ﹤0.01% | 1309 |
|
|
2024
Q3 | $57.8K | Hold |
1,788
| – | – | ﹤0.01% | 1150 |
|
|
2024
Q2 | $52.7K | Buy |
1,788
+91
| +5% | +$2.68K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $50.9K | Hold |
1,697
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q4 | $50.1K | Sell |
1,697
-1,197
| -41% | -$35.3K | ﹤0.01% | 1060 |
|
|
2023
Q3 | $76.3K | Hold |
2,894
| – | – | ﹤0.01% | 956 |
|
|
2023
Q2 | $80.4K | Buy |
2,894
+1,197
| +71% | +$33.3K | ﹤0.01% | 938 |
|
|
2023
Q1 | $47K | Sell |
1,697
-54
| -3% | -$1.5K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $45.6K | Buy |
1,751
+188
| +12% | +$4.9K | ﹤0.01% | 1089 |
|
|
2022
Q3 | $34K | Buy |
1,563
+396
| +34% | +$8.61K | ﹤0.01% | 1162 |
|
|
2022
Q2 | $29K | Sell |
1,167
-170
| -13% | -$4.23K | ﹤0.01% | 1517 |
|
|
2022
Q1 | $39K | Buy |
1,337
+509
| +61% | +$14.8K | ﹤0.01% | 1493 |
|
|
2021
Q4 | $25K | Buy |
828
+111
| +15% | +$3.35K | ﹤0.01% | 1780 |
|
|
2021
Q3 | $24K | Buy |
+717
| New | +$24K | ﹤0.01% | 1831 |
|