GWM
ZJUL

Geneos Wealth Management’s Innovtor Equity Defined Protection ETF - 1 Yr July ZJUL Stock Holding History

Geneos Wealth Management’s Portfolio ZJUL Stock Details ZJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$526K Sell
18,650
-33,700
-64% -$950K 0.01% 693
2025
Q1 		$1.4M Buy
52,350
+36,902
+239% +$988K 0.02% 574
2024
Q4 		$418K Buy
+15,448
New +$418K 0.01% 630