Geneos Wealth Management’s Clear Secure YOU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$45.9K	Buy	1,655 +680	+70%	+$18.9K	﹤0.01%	1618
2025 Q1	$60.1K	Buy	975 +748	+330%	+$46.1K	﹤0.01%	1820
2024 Q4	$6.05K	Buy	227 +98	+76%	+$2.61K	﹤0.01%	2262
2024 Q3	$4.28K	Buy	+129	New	+$4.28K	﹤0.01%	2118