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Geneos Wealth Management’s Clear Secure YOU Stock Holding History

Geneos Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,655
Closed -$45.9K – 3219
2025
Q2 		$45.9K Buy
1,655
+680
+70% +$17.3K ﹤0.01% 1618
2025
Q1 		$60.1K Buy
975
+748
+330% +$18.6K ﹤0.01% 1820
2024
Q4 		$6.05K Buy
227
+98
+76% +$2.96K ﹤0.01% 2262
2024
Q3 		$4.28K Buy
+129
New +$3.33K ﹤0.01% 2118

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