Geneos Wealth Management’s Bright Horizons BFAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.9K | Sell |
347
-497
| -59% | -$61.4K | ﹤0.01% | 1653 |
|
|
2025
Q1 | $107K | Buy |
844
+675
| +399% | +$85.8K | ﹤0.01% | 1535 |
|
|
2024
Q4 | $18.7K | Sell |
169
-10
| -6% | -$1.11K | ﹤0.01% | 1755 |
|
|
2024
Q3 | $25.1K | Buy |
+179
| New | +$25.1K | ﹤0.01% | 1475 |
|
|
2021
Q2 | – | Sell |
-794
| Closed | -$114K | – | 2871 |
|
|
2021
Q1 | $114K | Buy |
+794
| New | +$114K | ﹤0.01% | 1242 |
|