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Genesis Wealth Advisors’s JPMorgan Hedged Equity Laddered Overlay ETF HELO Stock Holding History

Genesis Wealth Advisors’s Portfolio HELO Stock Details HELO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,947
Closed -$245K – 63
2024
Q4 		$245K Buy
+3,947
New +$245K 0.21% 52