Geneos Wealth Management’s Applied Industrial Technologies AIT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4	Closed	-$930	–	2487
2025 Q2	$930	Buy	+4	New	+$910	﹤0.01%	3005
2022 Q3	–	Sell	-1,008	Closed	-$96K	–	2012
2022 Q2	$96K	Sell	1,008 -1	-0.1%	-$101	﹤0.01%	1022
2022 Q1	$103K	Buy	1,009 +1	+0.1%	+$100	﹤0.01%	1080
2021 Q4	$103K	Hold	1,008	–	–	﹤0.01%	1156
2021 Q3	$92K	Buy	1,008 +1	+0.1%	+$88	﹤0.01%	1208
2021 Q2	$91K	Sell	1,007 -31	-3%	-$2.96K	﹤0.01%	1197
2021 Q1	$99K	Buy	1,038 +31	+3%	+$2.63K	﹤0.01%	1314
2020 Q4	$93K	Hold	1,007	–	–	﹤0.01%	1177
2020 Q3	$54K	Hold	1,007	–	–	﹤0.01%	1213
2020 Q2	$59K	Hold	1,007	–	–	﹤0.01%	1145
2020 Q1	$44K	Buy	+1,007	New	+$59.6K	﹤0.01%	1164