Geneos Wealth Management’s Zeta Global ZETA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.7K	Sell	1,016 -334	-25%	-$5.17K	﹤0.01%	2137
2025 Q1	$18.3K	Buy	1,350 +900	+200%	+$12.2K	﹤0.01%	2358
2024 Q4	$8.1K	Sell	450 -180	-29%	-$3.24K	﹤0.01%	2139
2024 Q3	$18.8K	Buy	+630	New	+$18.8K	﹤0.01%	1582