HWMA
GENY

Heritage Wealth Management (Arizona)’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		$34.6K Buy
900
+450
+100% +$17.3K ﹤0.01% 559
2022
Q3 		$15K Buy
+450
New +$15K ﹤0.01% 594