Genesis Private Wealth’s Capital One COF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Buy	1,495 +204	+16%	+$43.4K	0.15%	83
2025 Q1	$231K	Buy	1,291 +169	+15%	+$30.3K	0.12%	118
2024 Q4	$200K	Buy	+1,122	New	+$200K	0.11%	135