Geneos Wealth Management’s Belden BDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.1K | Sell |
191
-243
| -56% | -$28.1K | ﹤0.01% | 1981 |
|
|
2025
Q1 | $43.5K | Buy |
434
+276
| +175% | +$27.7K | ﹤0.01% | 1994 |
|
|
2024
Q4 | $17.8K | Buy |
158
+10
| +7% | +$1.13K | ﹤0.01% | 1783 |
|
|
2024
Q3 | $17.3K | Buy |
148
+41
| +38% | +$4.8K | ﹤0.01% | 1612 |
|
|
2024
Q2 | $10K | Hold |
107
| – | – | ﹤0.01% | 1549 |
|
|
2024
Q1 | $9.91K | Hold |
107
| – | – | ﹤0.01% | 1549 |
|
|
2023
Q4 | $8.27K | Hold |
107
| – | – | ﹤0.01% | 1593 |
|
|
2023
Q3 | $10.3K | Hold |
107
| – | – | ﹤0.01% | 1559 |
|
|
2023
Q2 | $10.2K | Hold |
107
| – | – | ﹤0.01% | 1575 |
|
|
2023
Q1 | $9.28K | Hold |
107
| – | – | ﹤0.01% | 1574 |
|
|
2022
Q4 | $7.69K | Hold |
107
| – | – | ﹤0.01% | 1605 |
|
|
2022
Q3 | $6K | Hold |
107
| – | – | ﹤0.01% | 1638 |
|
|
2022
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 2161 |
|
|
2022
Q1 | $5K | Hold |
107
| – | – | ﹤0.01% | 2312 |
|
|
2021
Q4 | $7K | Hold |
107
| – | – | ﹤0.01% | 2284 |
|
|
2021
Q3 | $6K | Hold |
107
| – | – | ﹤0.01% | 2376 |
|
|
2021
Q2 | $5K | Hold |
107
| – | – | ﹤0.01% | 2429 |
|
|
2021
Q1 | $4K | Hold |
107
| – | – | ﹤0.01% | 2698 |
|
|
2020
Q4 | $4K | Sell |
107
-1
| -0.9% | -$37 | ﹤0.01% | 2520 |
|
|
2020
Q3 | $3K | Buy |
108
+1
| +0.9% | +$28 | ﹤0.01% | 2301 |
|
|
2020
Q2 | $3K | Hold |
107
| – | – | ﹤0.01% | 2259 |
|
|
2020
Q1 | $3K | Hold |
107
| – | – | ﹤0.01% | 2155 |
|
|
2019
Q4 | $5K | Hold |
107
| – | – | ﹤0.01% | 2164 |
|
|
2019
Q3 | $5K | Hold |
107
| – | – | ﹤0.01% | 2085 |
|
|
2019
Q2 | $6K | Sell |
107
-130
| -55% | -$7.29K | ﹤0.01% | 2058 |
|
|
2019
Q1 | $12K | Hold |
237
| – | – | ﹤0.01% | 1767 |
|
|
2018
Q4 | $9K | Hold |
237
| – | – | ﹤0.01% | 1806 |
|
|
2018
Q3 | $16K | Buy |
237
+107
| +82% | +$7.22K | ﹤0.01% | 1668 |
|
|
2018
Q2 | $7K | Sell |
130
-107
| -45% | -$5.76K | ﹤0.01% | 1816 |
|
|
2018
Q1 | $16K | Hold |
237
| – | – | ﹤0.01% | 1471 |
|
|
2017
Q4 | $18K | Sell |
237
-80
| -25% | -$6.08K | ﹤0.01% | 1421 |
|
|
2017
Q3 | $25K | Hold |
317
| – | – | ﹤0.01% | 1238 |
|
|
2017
Q2 | $23K | Hold |
317
| – | – | ﹤0.01% | 1217 |
|
|
2017
Q1 | $21K | Hold |
317
| – | – | ﹤0.01% | 1207 |
|
|
2016
Q4 | $23K | Buy |
317
+210
| +196% | +$15.2K | ﹤0.01% | 1120 |
|
|
2016
Q3 | $7K | Sell |
107
-10,545
| -99% | -$690K | ﹤0.01% | 1467 |
|
|
2016
Q2 | $634K | Hold |
10,652
| – | – | 0.09% | 205 |
|
|
2016
Q1 | $662K | Buy |
+10,652
| New | +$662K | 0.1% | 199 |
|