Geneos Wealth Management’s Affiliated Managers Group AMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8K | Buy |
65
+22
| +51% | +$4.33K | ﹤0.01% | 2222 |
|
|
2025
Q1 | $15.3K | Buy |
43
+21
| +95% | +$7.47K | ﹤0.01% | 2437 |
|
|
2024
Q4 | $4.07K | Hold |
22
| – | – | ﹤0.01% | 2400 |
|
|
2024
Q3 | $3.91K | Buy |
22
+18
| +450% | +$3.2K | ﹤0.01% | 2139 |
|
|
2024
Q2 | $625 | Hold |
4
| – | – | ﹤0.01% | 2031 |
|
|
2024
Q1 | $670 | Hold |
4
| – | – | ﹤0.01% | 2089 |
|
|
2023
Q4 | $606 | Buy |
+4
| New | +$606 | ﹤0.01% | 2073 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$10K | – | 2489 |
|
|
2019
Q1 | $10K | Hold |
100
| – | – | ﹤0.01% | 1827 |
|
|
2018
Q4 | $9K | Sell |
100
-166
| -62% | -$14.9K | ﹤0.01% | 1805 |
|
|
2018
Q3 | $36K | Buy |
266
+166
| +166% | +$22.5K | ﹤0.01% | 1313 |
|
|
2018
Q2 | $14K | Hold |
100
| – | – | ﹤0.01% | 1580 |
|
|
2018
Q1 | $18K | Sell |
100
-166
| -62% | -$29.9K | ﹤0.01% | 1425 |
|
|
2017
Q4 | $54K | Hold |
266
| – | – | ﹤0.01% | 968 |
|
|
2017
Q3 | $50K | Hold |
266
| – | – | 0.01% | 936 |
|
|
2017
Q2 | $44K | Hold |
266
| – | – | ﹤0.01% | 968 |
|
|
2017
Q1 | $43K | Sell |
266
-31
| -10% | -$5.01K | ﹤0.01% | 940 |
|
|
2016
Q4 | $43K | Sell |
297
-35
| -11% | -$5.07K | 0.01% | 891 |
|
|
2016
Q3 | $48K | Buy |
332
+31
| +10% | +$4.48K | 0.01% | 822 |
|
|
2016
Q2 | $41K | Hold |
301
| – | – | 0.01% | 868 |
|
|
2016
Q1 | $49K | Buy |
+301
| New | +$49K | 0.01% | 804 |
|