Geneos Wealth Management’s Align Technology ALGN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Sell |
78
-20
| -20% | -$3.79K | ﹤0.01% | 2163 |
|
|
2025
Q1 | $17.3K | Buy |
98
+16
| +20% | +$2.83K | ﹤0.01% | 2387 |
|
|
2024
Q4 | $17.1K | Sell |
82
-12,370
| -99% | -$2.58M | ﹤0.01% | 1807 |
|
|
2024
Q3 | $3.17M | Sell |
12,452
-100
| -0.8% | -$25.4K | 0.12% | 202 |
|
|
2024
Q2 | $3.03M | Buy |
12,552
+315
| +3% | +$76.1K | 0.13% | 177 |
|
|
2024
Q1 | $4.01M | Buy |
12,237
+152
| +1% | +$49.8K | 0.18% | 140 |
|
|
2023
Q4 | $3.31M | Sell |
12,085
-488
| -4% | -$134K | 0.16% | 153 |
|
|
2023
Q3 | $3.84M | Buy |
12,573
+686
| +6% | +$209K | 0.2% | 132 |
|
|
2023
Q2 | $4.2M | Buy |
11,887
+2,364
| +25% | +$836K | 0.22% | 124 |
|
|
2023
Q1 | $3.18M | Sell |
9,523
-2,877
| -23% | -$961K | 0.19% | 137 |
|
|
2022
Q4 | $2.62M | Sell |
12,400
-942
| -7% | -$199K | 0.16% | 151 |
|
|
2022
Q3 | $2.76M | Buy |
13,342
+1,184
| +10% | +$245K | 0.19% | 128 |
|
|
2022
Q2 | $3.01M | Buy |
12,158
+1,743
| +17% | +$431K | 0.15% | 157 |
|
|
2022
Q1 | $4.54M | Sell |
10,415
-173
| -2% | -$75.4K | 0.2% | 124 |
|
|
2021
Q4 | $6.96M | Sell |
10,588
-317
| -3% | -$208K | 0.27% | 85 |
|
|
2021
Q3 | $7.22M | Buy |
10,905
+144
| +1% | +$95.4K | 0.28% | 70 |
|
|
2021
Q2 | $6.72M | Sell |
10,761
-1,323
| -11% | -$826K | 0.26% | 79 |
|
|
2021
Q1 | $7.19M | Sell |
12,084
-153
| -1% | -$91.1K | 0.2% | 115 |
|
|
2020
Q4 | $6.43M | Sell |
12,237
-3,799
| -24% | -$2M | 0.26% | 82 |
|
|
2020
Q3 | $5.1M | Buy |
16,036
+24
| +0.1% | +$7.63K | 0.26% | 88 |
|
|
2020
Q2 | $4.21M | Buy |
16,012
+847
| +6% | +$223K | 0.23% | 101 |
|
|
2020
Q1 | $2.68M | Buy |
15,165
+165
| +1% | +$29.2K | 0.18% | 127 |
|
|
2019
Q4 | $4.16M | Buy |
15,000
+14,413
| +2,455% | +$4M | 0.22% | 122 |
|
|
2019
Q3 | $103K | Hold |
587
| – | – | 0.01% | 879 |
|
|
2019
Q2 | $160K | Sell |
587
-111
| -16% | -$30.3K | 0.01% | 738 |
|
|
2019
Q1 | $198K | Buy |
698
+2
| +0.3% | +$567 | 0.01% | 640 |
|
|
2018
Q4 | $144K | Buy |
696
+132
| +23% | +$27.3K | 0.01% | 708 |
|
|
2018
Q3 | $220K | Sell |
564
-2
| -0.4% | -$780 | 0.01% | 606 |
|
|
2018
Q2 | $193K | Sell |
566
-18
| -3% | -$6.14K | 0.02% | 575 |
|
|
2018
Q1 | $146K | Sell |
584
-24
| -4% | -$6K | 0.01% | 629 |
|
|
2017
Q4 | $135K | Sell |
608
-38
| -6% | -$8.44K | 0.01% | 652 |
|
|
2017
Q3 | $120K | Sell |
646
-65
| -9% | -$12.1K | 0.01% | 646 |
|
|
2017
Q2 | $106K | Buy |
711
+247
| +53% | +$36.8K | 0.01% | 663 |
|
|
2017
Q1 | $53K | Hold |
464
| – | – | 0.01% | 858 |
|
|
2016
Q4 | $44K | Buy |
464
+28
| +6% | +$2.66K | 0.01% | 881 |
|
|
2016
Q3 | $40K | Buy |
436
+16
| +4% | +$1.47K | 0.01% | 896 |
|
|
2016
Q2 | $34K | Hold |
420
| – | – | ﹤0.01% | 932 |
|
|
2016
Q1 | $30K | Buy |
+420
| New | +$30K | ﹤0.01% | 962 |
|