Geneos Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
624
-751
| -55% | -$268K | 0.01% | 950 |
|
|
2025
Q1 | $549K | Buy |
1,375
+945
| +220% | +$377K | 0.01% | 860 |
|
|
2024
Q4 | $154K | Buy |
430
+3
| +0.7% | +$1.08K | 0.01% | 929 |
|
|
2024
Q3 | $148K | Buy |
427
+123
| +40% | +$42.6K | 0.01% | 853 |
|
|
2024
Q2 | $89.2K | Hold |
304
| – | – | ﹤0.01% | 898 |
|
|
2024
Q1 | $101K | Hold |
304
| – | – | ﹤0.01% | 844 |
|
|
2023
Q4 | $88.5K | Sell |
304
-37
| -11% | -$10.8K | ﹤0.01% | 874 |
|
|
2023
Q3 | $111K | Buy |
341
+32
| +10% | +$10.4K | 0.01% | 844 |
|
|
2023
Q2 | $107K | Hold |
309
| – | – | 0.01% | 856 |
|
|
2023
Q1 | $97.4K | Hold |
309
| – | – | 0.01% | 849 |
|
|
2022
Q4 | $92.7K | Hold |
309
| – | – | 0.01% | 849 |
|
|
2022
Q3 | $82K | Hold |
309
| – | – | 0.01% | 861 |
|
|
2022
Q2 | $84K | Sell |
309
-12
| -4% | -$3.26K | ﹤0.01% | 1072 |
|
|
2022
Q1 | $104K | Sell |
321
-18
| -5% | -$5.83K | ﹤0.01% | 1074 |
|
|
2021
Q4 | $101K | Sell |
339
-148
| -30% | -$44.1K | ﹤0.01% | 1164 |
|
|
2021
Q3 | $141K | Hold |
487
| – | – | 0.01% | 1015 |
|
|
2021
Q2 | $116K | Sell |
487
-134
| -22% | -$31.9K | ﹤0.01% | 1106 |
|
|
2021
Q1 | $156K | Hold |
621
| – | – | ﹤0.01% | 1080 |
|
|
2020
Q4 | $141K | Buy |
621
+7
| +1% | +$1.59K | 0.01% | 981 |
|
|
2020
Q3 | $120K | Hold |
614
| – | – | 0.01% | 865 |
|
|
2020
Q2 | $116K | Buy |
+614
| New | +$116K | 0.01% | 845 |
|