Geneos Wealth Management’s Ball Corp BALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$39.9K Sell
712
-3,987
-85% -$224K ﹤0.01% 1698
2025
Q1
$245K Buy
4,699
+2,852
+154% +$149K ﹤0.01% 1148
2024
Q4
$102K Buy
1,847
+4
+0.2% +$220 ﹤0.01% 1062
2024
Q3
$125K Buy
1,843
+210
+13% +$14.3K ﹤0.01% 898
2024
Q2
$98K Buy
1,633
+273
+20% +$16.4K ﹤0.01% 871
2024
Q1
$91.6K Sell
1,360
-196
-13% -$13.2K ﹤0.01% 877
2023
Q4
$89.5K Buy
1,556
+4
+0.3% +$230 ﹤0.01% 872
2023
Q3
$77.3K Sell
1,552
-696
-31% -$34.7K ﹤0.01% 950
2023
Q2
$131K Buy
2,248
+1,548
+221% +$90.1K 0.01% 800
2023
Q1
$38.6K Sell
700
-1,339
-66% -$73.8K ﹤0.01% 1149
2022
Q4
$104K Buy
2,039
+4
+0.2% +$205 0.01% 817
2022
Q3
$98K Sell
2,035
-4,842
-70% -$233K 0.01% 808
2022
Q2
$487K Buy
6,877
+4
+0.1% +$283 0.02% 504
2022
Q1
$618K Buy
6,873
+3
+0% +$270 0.03% 484
2021
Q4
$661K Buy
6,870
+3
+0% +$289 0.03% 500
2021
Q3
$617K Sell
6,867
-77
-1% -$6.92K 0.02% 519
2021
Q2
$568K Sell
6,944
-21,357
-75% -$1.75M 0.02% 533
2021
Q1
$2.65M Hold
28,301
0.07% 255
2020
Q4
$584K Buy
28,301
+22,184
+363% +$458K 0.02% 497
2020
Q3
$498K Sell
6,117
-15,397
-72% -$1.25M 0.03% 431
2020
Q2
$1.45M Buy
21,514
+3
+0% +$202 0.08% 233
2020
Q1
$1.38M Hold
21,511
0.09% 217
2019
Q4
$1.39M Sell
21,511
-179
-0.8% -$11.6K 0.07% 254
2019
Q3
$1.58M Buy
21,690
+1
+0% +$73 0.09% 207
2019
Q2
$1.52M Sell
21,689
-464
-2% -$32.5K 0.09% 212
2019
Q1
$1.28M Buy
22,153
+1,244
+6% +$71.9K 0.08% 234
2018
Q4
$936K Buy
20,909
+39
+0.2% +$1.75K 0.07% 258
2018
Q3
$918K Sell
20,870
-4,032
-16% -$177K 0.06% 273
2018
Q2
$885K Sell
24,902
-6,724
-21% -$239K 0.07% 237
2018
Q1
$1.26M Sell
31,626
-580
-2% -$23K 0.11% 179
2017
Q4
$1.22M Hold
32,206
0.11% 182
2017
Q3
$1.33M Sell
32,206
-16,353
-34% -$675K 0.13% 159
2017
Q2
$2.05M Sell
48,559
-1,037
-2% -$43.8K 0.21% 113
2017
Q1
$1.84M Buy
49,596
+6,928
+16% +$257K 0.19% 118
2016
Q4
$1.6M Buy
42,668
+28
+0.1% +$1.05K 0.21% 111
2016
Q3
$1.75M Buy
42,640
+58
+0.1% +$2.38K 0.24% 105
2016
Q2
$1.52M Buy
42,582
+914
+2% +$32.6K 0.22% 106
2016
Q1
$1.49M Buy
+41,668
New +$1.49M 0.23% 108