Geneos Wealth Management’s FundX Conservative ETF XRLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$35.4K Sell
800
-800
-50% -$35.4K ﹤0.01% 1749
2025
Q1
$66.5K Buy
1,600
+800
+100% +$33.2K ﹤0.01% 1774
2024
Q4
$35K Buy
+800
New +$35K ﹤0.01% 1462