Geneos Wealth Management’s Azenta AZTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.8K	Sell	350 -1,960	-85%	-$60.3K	﹤0.01%	2297
2025 Q1	$80K	Buy	2,310 +1,489	+181%	+$51.6K	﹤0.01%	1685
2024 Q4	$41.1K	Hold	821	–	–	﹤0.01%	1396
2024 Q3	$39.8K	Hold	821	–	–	﹤0.01%	1283
2024 Q2	$43.2K	Hold	821	–	–	﹤0.01%	1114
2024 Q1	$49.5K	Hold	821	–	–	﹤0.01%	1070
2023 Q4	$53.5K	Hold	821	–	–	﹤0.01%	1036
2023 Q3	$41.2K	Hold	821	–	–	﹤0.01%	1133
2023 Q2	$38.3K	Hold	821	–	–	﹤0.01%	1161
2023 Q1	$36.6K	Hold	821	–	–	﹤0.01%	1168
2022 Q4	$47.8K	Hold	821	–	–	﹤0.01%	1073
2022 Q3	$35K	Hold	821	–	–	﹤0.01%	1139
2022 Q2	$58K	Hold	821	–	–	﹤0.01%	1216
2022 Q1	$68K	Hold	821	–	–	﹤0.01%	1234
2021 Q4	$84K	Hold	821	–	–	﹤0.01%	1236
2021 Q3	$84K	Hold	821	–	–	﹤0.01%	1243
2021 Q2	$75K	Hold	821	–	–	﹤0.01%	1284
2021 Q1	$83K	Hold	821	–	–	﹤0.01%	1380
2020 Q4	$67K	Sell	821 -123	-13%	-$10K	﹤0.01%	1311
2020 Q3	$42K	Sell	944 -88	-9%	-$3.92K	﹤0.01%	1328
2020 Q2	$43K	Sell	1,032 -189	-15%	-$7.88K	﹤0.01%	1276
2020 Q1	$36K	Hold	1,221	–	–	﹤0.01%	1242
2019 Q4	$51K	Hold	1,221	–	–	﹤0.01%	1238
2019 Q3	$45K	Sell	1,221 -100	-8%	-$3.69K	﹤0.01%	1231
2019 Q2	$51K	Sell	1,321 -13	-1%	-$502	﹤0.01%	1169
2019 Q1	$39K	Buy	1,334 +54	+4%	+$1.58K	﹤0.01%	1264
2018 Q4	$33K	Hold	1,280	–	–	﹤0.01%	1285
2018 Q3	$44K	Sell	1,280 -100	-7%	-$3.44K	﹤0.01%	1225
2018 Q2	$45K	Sell	1,380 -105	-7%	-$3.42K	﹤0.01%	1090
2018 Q1	$40K	Sell	1,485 -205	-12%	-$5.52K	﹤0.01%	1092
2017 Q4	$40K	Sell	1,690 -74	-4%	-$1.75K	﹤0.01%	1096
2017 Q3	$53K	Sell	1,764 -265	-13%	-$7.96K	0.01%	919
2017 Q2	$44K	Buy	2,029 +781	+63%	+$16.9K	﹤0.01%	969
2017 Q1	$27K	Hold	1,248	–	–	﹤0.01%	1123
2016 Q4	$21K	Buy	1,248 +938	+303%	+$15.8K	﹤0.01%	1154
2016 Q3	$4K	Hold	310	–	–	﹤0.01%	1611
2016 Q2	$3K	Hold	310	–	–	﹤0.01%	1603
2016 Q1	$3K	Buy	+310	New	+$3K	﹤0.01%	1587