Geneos Wealth Management’s AutoZone AZO Stock Holding History

Geneos Wealth Management’s Portfolio AZO Stock Details AZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Sell	83 -74	-47%	-$275K	0.01%	852
2025 Q1	$599K	Buy	157 +129	+461%	+$492K	0.01%	826
2024 Q4	$89.7K	Buy	28 +3	+12%	+$9.61K	﹤0.01%	1108
2024 Q3	$78.8K	Buy	25 +1	+4%	+$3.15K	﹤0.01%	1042
2024 Q2	$71.1K	Hold	24	–	–	﹤0.01%	961
2024 Q1	$75.6K	Hold	24	–	–	﹤0.01%	938
2023 Q4	$62.1K	Hold	24	–	–	﹤0.01%	992
2023 Q3	$61K	Hold	24	–	–	﹤0.01%	1023
2023 Q2	$59.8K	Hold	24	–	–	﹤0.01%	1025
2023 Q1	$59K	Hold	24	–	–	﹤0.01%	1016
2022 Q4	$59.2K	Hold	24	–	–	﹤0.01%	993
2022 Q3	$51K	Hold	24	–	–	﹤0.01%	1017
2022 Q2	$51K	Hold	24	–	–	﹤0.01%	1269
2022 Q1	$49K	Hold	24	–	–	﹤0.01%	1393
2021 Q4	$50K	Hold	24	–	–	﹤0.01%	1478
2021 Q3	$40K	Hold	24	–	–	﹤0.01%	1587
2021 Q2	$37K	Sell	24 -14	-37%	-$21.6K	﹤0.01%	1621
2021 Q1	$55K	Hold	38	–	–	﹤0.01%	1572
2020 Q4	$33K	Buy	38 +14	+58%	+$12.2K	﹤0.01%	1658
2020 Q3	$27K	Sell	24 -5	-17%	-$5.63K	﹤0.01%	1511
2020 Q2	$32K	Buy	29 +16	+123%	+$17.7K	﹤0.01%	1412
2020 Q1	$11K	Hold	13	–	–	﹤0.01%	1757
2019 Q4	$15K	Hold	13	–	–	﹤0.01%	1798
2019 Q3	$14K	Hold	13	–	–	﹤0.01%	1751
2019 Q2	$14K	Hold	13	–	–	﹤0.01%	1776
2019 Q1	$13K	Hold	13	–	–	﹤0.01%	1737
2018 Q4	$10K	Sell	13 -64	-83%	-$49.2K	﹤0.01%	1771
2018 Q3	$59K	Sell	77 -1	-1%	-$766	﹤0.01%	1091
2018 Q2	$52K	Sell	78 -521	-87%	-$347K	﹤0.01%	1017
2018 Q1	$388K	Buy	599 +148	+33%	+$95.9K	0.03%	359
2017 Q4	$320K	Buy	451 +67	+17%	+$47.5K	0.03%	408
2017 Q3	$228K	Sell	384 -17	-4%	-$10.1K	0.02%	475
2017 Q2	$228K	Sell	401 -91	-18%	-$51.7K	0.02%	466
2017 Q1	$355K	Buy	492 +33	+7%	+$23.8K	0.04%	343
2016 Q4	$362K	Sell	459 -101	-18%	-$79.7K	0.05%	323
2016 Q3	$430K	Buy	560 +57	+11%	+$43.8K	0.06%	273
2016 Q2	$401K	Hold	503	–	–	0.06%	289
2016 Q1	$405K	Buy	+503	New	+$405K	0.06%	273