Geneos Wealth Management’s Brunswick BC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53K | Sell |
959
-708
| -42% | -$39.1K | ﹤0.01% | 1537 |
|
|
2025
Q1 | $89.8K | Buy |
1,667
+1,541
| +1,223% | +$83K | ﹤0.01% | 1629 |
|
|
2024
Q4 | $8.15K | Buy |
126
+9
| +8% | +$582 | ﹤0.01% | 2134 |
|
|
2024
Q3 | $9.81K | Sell |
117
-137
| -54% | -$11.5K | ﹤0.01% | 1851 |
|
|
2024
Q2 | $18.5K | Hold |
254
| – | – | ﹤0.01% | 1376 |
|
|
2024
Q1 | $24.5K | Hold |
254
| – | – | ﹤0.01% | 1295 |
|
|
2023
Q4 | $24.6K | Buy |
254
+4
| +2% | +$387 | ﹤0.01% | 1286 |
|
|
2023
Q3 | $19.8K | Hold |
250
| – | – | ﹤0.01% | 1375 |
|
|
2023
Q2 | $21.7K | Hold |
250
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q1 | $20.5K | Hold |
250
| – | – | ﹤0.01% | 1341 |
|
|
2022
Q4 | $18K | Hold |
250
| – | – | ﹤0.01% | 1358 |
|
|
2022
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 1383 |
|
|
2022
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 1768 |
|
|
2022
Q1 | $20K | Buy |
+250
| New | +$20K | ﹤0.01% | 1797 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | -$1K | – | 2406 |
|
|
2018
Q4 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 2277 |
|
|
2017
Q2 | – | Sell |
-47
| Closed | -$2K | – | 2073 |
|
|
2017
Q1 | $2K | Hold |
47
| – | – | ﹤0.01% | 1857 |
|
|
2016
Q4 | $2K | Hold |
47
| – | – | ﹤0.01% | 1825 |
|
|
2016
Q3 | $2K | Buy |
+47
| New | +$2K | ﹤0.01% | 1748 |
|