GWM
Geneos Wealth Management’s Appian APPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-24
| Closed | -$691 | – | 3118 |
|
|
2025
Q1 | $691 | Buy |
+24
| New | +$691 | ﹤0.01% | 3062 |
|
|
2024
Q4 | – | Sell |
-15
| Closed | -$512 | – | 2881 |
|
|
2024
Q3 | $512 | Sell |
15
-3
| -17% | -$102 | ﹤0.01% | 2553 |
|
|
2024
Q2 | $555 | Buy |
18
+3
| +20% | +$92 | ﹤0.01% | 2042 |
|
|
2024
Q1 | $599 | Sell |
15
-117
| -89% | -$4.67K | ﹤0.01% | 2106 |
|
|
2023
Q4 | $4.97K | Hold |
132
| – | – | ﹤0.01% | 1726 |
|
|
2023
Q3 | $6.02K | Hold |
132
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q2 | $6.28K | Buy |
132
+105
| +389% | +$5K | ﹤0.01% | 1685 |
|
|
2023
Q1 | $1.2K | Sell |
27
-78
| -74% | -$3.46K | ﹤0.01% | 1972 |
|
|
2022
Q4 | $3.42K | Sell |
105
-730
| -87% | -$23.8K | ﹤0.01% | 1789 |
|
|
2022
Q3 | $34K | Sell |
835
-25
| -3% | -$1.02K | ﹤0.01% | 1154 |
|
|
2022
Q2 | $40K | Hold |
860
| – | – | ﹤0.01% | 1378 |
|
|
2022
Q1 | $52K | Buy |
860
+10
| +1% | +$605 | ﹤0.01% | 1365 |
|
|
2021
Q4 | $55K | Sell |
850
-45
| -5% | -$2.91K | ﹤0.01% | 1434 |
|
|
2021
Q3 | $84K | Sell |
895
-50
| -5% | -$4.69K | ﹤0.01% | 1241 |
|
|
2021
Q2 | $126K | Sell |
945
-26
| -3% | -$3.47K | ﹤0.01% | 1063 |
|
|
2021
Q1 | $117K | Buy |
971
+6
| +0.6% | +$723 | ﹤0.01% | 1224 |
|
|
2020
Q4 | $134K | Buy |
965
+665
| +222% | +$92.3K | 0.01% | 1002 |
|
|
2020
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 1691 |
|
|
2020
Q2 | $15K | Sell |
300
-1,870
| -86% | -$93.5K | ﹤0.01% | 1738 |
|
|
2020
Q1 | $84K | Buy |
2,170
+50
| +2% | +$1.94K | 0.01% | 900 |
|
|
2019
Q4 | $79K | Buy |
2,120
+1,920
| +960% | +$71.5K | ﹤0.01% | 1047 |
|
|
2019
Q3 | $9K | Buy |
+200
| New | +$9K | ﹤0.01% | 1911 |
|
|
2018
Q4 | – | Sell |
-150
| Closed | -$4K | – | 2380 |
|
|
2018
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2093 |
|