Geneos Wealth Management’s Aegon AEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56K | Sell |
906
-1,449
| -62% | -$10.5K | ﹤0.01% | 2485 |
|
|
2025
Q1 | $15.5K | Buy |
2,355
+1,988
| +542% | +$13.1K | ﹤0.01% | 2430 |
|
|
2024
Q4 | $2.16K | Buy |
+367
| New | +$2.16K | ﹤0.01% | 2574 |
|
|
2022
Q1 | – | Sell |
-5,167
| Closed | -$24K | – | 2744 |
|
|
2021
Q4 | $24K | Hold |
5,167
| – | – | ﹤0.01% | 1786 |
|
|
2021
Q3 | $25K | Sell |
5,167
-100
| -2% | -$484 | ﹤0.01% | 1798 |
|
|
2021
Q2 | $20K | Sell |
5,267
-89
| -2% | -$338 | ﹤0.01% | 1911 |
|
|
2021
Q1 | $22K | Hold |
5,356
| – | – | ﹤0.01% | 2023 |
|
|
2020
Q4 | $23K | Hold |
5,356
| – | – | ﹤0.01% | 1815 |
|
|
2020
Q3 | $11K | Hold |
5,356
| – | – | ﹤0.01% | 1902 |
|
|
2020
Q2 | $14K | Hold |
5,356
| – | – | ﹤0.01% | 1762 |
|
|
2020
Q1 | $12K | Sell |
5,356
-108
| -2% | -$242 | ﹤0.01% | 1711 |
|
|
2019
Q4 | $22K | Hold |
5,464
| – | – | ﹤0.01% | 1629 |
|
|
2019
Q3 | $20K | Sell |
5,464
-219
| -4% | -$802 | ﹤0.01% | 1596 |
|
|
2019
Q2 | $24K | Sell |
5,683
-203
| -3% | -$857 | ﹤0.01% | 1542 |
|
|
2019
Q1 | $24K | Hold |
5,886
| – | – | ﹤0.01% | 1473 |
|
|
2018
Q4 | $23K | Buy |
5,886
+117
| +2% | +$457 | ﹤0.01% | 1430 |
|
|
2018
Q3 | $31K | Sell |
5,769
-156
| -3% | -$838 | ﹤0.01% | 1383 |
|
|
2018
Q2 | $29K | Sell |
5,925
-152
| -3% | -$744 | ﹤0.01% | 1291 |
|
|
2018
Q1 | $33K | Hold |
6,077
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q4 | $31K | Sell |
6,077
-45
| -0.7% | -$230 | ﹤0.01% | 1208 |
|
|
2017
Q3 | $28K | Sell |
6,122
-171
| -3% | -$782 | ﹤0.01% | 1191 |
|
|
2017
Q2 | $25K | Sell |
6,293
-179
| -3% | -$711 | ﹤0.01% | 1183 |
|
|
2017
Q1 | $25K | Sell |
6,472
-124
| -2% | -$479 | ﹤0.01% | 1152 |
|
|
2016
Q4 | $28K | Buy |
6,596
+9
| +0.1% | +$38 | ﹤0.01% | 1042 |
|
|
2016
Q3 | $19K | Sell |
6,587
-235
| -3% | -$678 | ﹤0.01% | 1140 |
|
|
2016
Q2 | $20K | Sell |
6,822
-227
| -3% | -$665 | ﹤0.01% | 1110 |
|
|
2016
Q1 | $27K | Buy |
+7,049
| New | +$27K | ﹤0.01% | 997 |
|