Geneos Wealth Management’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $78.1K | Sell |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q4 | $10.8K | Sell |
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|
2024
Q3 | $10.3K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.46K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $20.5K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $32K | Buy |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $6K | Buy |
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