Geneos Wealth Management’s BJs Wholesale Club BJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.4M Sell
59,323
-20,158
-25% -$2.17M 0.16% 161
2025
Q1
$9.07M Buy
79,481
+79,354
+62,483% +$9.05M 0.13% 186
2024
Q4
$11.3K Hold
127
﹤0.01% 2001
2024
Q3
$10.5K Buy
+127
New +$10.5K ﹤0.01% 1827
2022
Q3
Sell
-100
Closed -$6K 2067
2022
Q2
$6K Hold
100
﹤0.01% 2117
2022
Q1
$6K Hold
100
﹤0.01% 2263
2021
Q4
$6K Hold
100
﹤0.01% 2335
2021
Q3
$5K Hold
100
﹤0.01% 2433
2021
Q2
$4K Hold
100
﹤0.01% 2490
2021
Q1
$4K Hold
100
﹤0.01% 2700
2020
Q4
$4K Hold
100
﹤0.01% 2521
2020
Q3
$4K Hold
100
﹤0.01% 2232
2020
Q2
$3K Buy
+100
New +$3K ﹤0.01% 2261