Geneos Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-50	Closed	-$3.49K	–	2571
2025 Q4	$3.49K	Hold	50	–	–	﹤0.01%	2227
2025 Q3	$3.6K	Hold	50	–	–	﹤0.01%	2214
2025 Q2	$3.26K	Buy	+50	New	+$2.98K	﹤0.01%	2696
2022 Q3	–	Sell	-50	Closed	-$2K	–	2623
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	2438
2022 Q1	$2K	Sell	50 -402	-89%	-$23.6K	﹤0.01%	2583
2021 Q4	$29K	Sell	452 -480	-52%	-$31.3K	﹤0.01%	1711
2021 Q3	$58K	Buy	932 +151	+19%	+$9.73K	﹤0.01%	1413
2021 Q2	$49K	Sell	781 -132	-14%	-$8.13K	﹤0.01%	1495
2021 Q1	$56K	Hold	913	–	–	﹤0.01%	1569
2020 Q4	$54K	Buy	913 +132	+17%	+$6.96K	﹤0.01%	1422
2020 Q3	$37K	Buy	781 +329	+73%	+$15.7K	﹤0.01%	1380
2020 Q2	$19K	Hold	452	–	–	﹤0.01%	1652
2020 Q1	$15K	Sell	452 -29	-6%	-$1.19K	﹤0.01%	1638
2019 Q4	$20K	Hold	481	–	–	﹤0.01%	1698
2019 Q3	$18K	Sell	481 -38,908	-99%	-$1.5M	﹤0.01%	1666
2019 Q2	$1.52M	Sell	39,389 -2,685	-6%	-$102K	0.09%	211
2019 Q1	$1.6M	Sell	42,074 -72,186	-63%	-$2.63M	0.11%	203
2018 Q4	$3.77M	Sell	114,260 -16,092	-12%	-$571K	0.28%	96
2018 Q3	$5.06M	Buy	130,352 +45,575	+54%	+$1.73M	0.34%	74
2018 Q2	$3.07M	Buy	84,777 +26,366	+45%	+$968K	0.24%	108
2018 Q1	$2.13M	Buy	58,411 +7,234	+14%	+$268K	0.19%	124
2017 Q4	$1.81M	Sell	51,177 -3,622	-7%	-$127K	0.16%	143
2017 Q3	$1.87M	Buy	54,799 +1,592	+3%	+$52.7K	0.19%	134
2017 Q2	$1.69M	Buy	53,207 +722	+1%	+$22.4K	0.17%	131
2017 Q1	$1.61M	Buy	+52,485	New	+$1.5M	0.17%	129