Geneos Wealth Management’s Assurant AIZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $36.1K | Sell |
|
|||||
|
2025
Q1 | $101K | Buy |
|
|||||
|
2024
Q4 | $24.7K | Sell |
|
|||||
|
2024
Q3 | $23.5K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $1.26K | Hold |
|
|||||
|
2023
Q1 | $1.2K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $1K | Sell |
|
|||||
|
2018
Q3 | $11K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $110K | Buy |
|
|||||
|
2016
Q3 | $109K | Buy |
|
|||||
|
2016
Q2 | $103K | Buy |
|
|||||
|
2016
Q1 | $91K | Buy |
|