Geneos Wealth Management’s Aon AON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $151K | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $154K | Buy |
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|
2024
Q3 | $148K | Buy |
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|
2024
Q2 | $89.2K | Hold |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $88.5K | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $107K | Hold |
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|
2023
Q1 | $97.4K | Hold |
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|
2022
Q4 | $92.7K | Hold |
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|
2022
Q3 | $82K | Hold |
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|
2022
Q2 | $84K | Sell |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $101K | Sell |
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|
2021
Q3 | $141K | Hold |
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|
2021
Q2 | $116K | Sell |
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|
2021
Q1 | $156K | Hold |
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|
2020
Q4 | $141K | Buy |
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|
2020
Q3 | $120K | Hold |
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|
2020
Q2 | $116K | Buy |
|