Geneos Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.54M | Sell |
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|
2025
Q2 | $1.43M | Sell |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $644K | Hold |
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|
2024
Q3 | $598K | Buy |
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|
2024
Q2 | $471K | Hold |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $463K | Sell |
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|
2023
Q2 | $551K | Buy |
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|
2023
Q1 | $479K | Buy |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $357K | Buy |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $369K | Sell |
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|
2021
Q4 | $656K | Sell |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $608K | Sell |
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|
2021
Q1 | $922K | Sell |
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|
2020
Q4 | $485K | Buy |
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|
2020
Q3 | $321K | Sell |
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|
2020
Q2 | $401K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $378K | Sell |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $461K | Buy |
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|
2019
Q1 | $410K | Sell |
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|
2018
Q4 | $419K | Buy |
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|
2018
Q3 | $498K | Buy |
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|
2018
Q2 | $416K | Buy |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $387K | Buy |
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|
2017
Q3 | $287K | Buy |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $223K | Buy |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | $203K | Hold |
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|
2016
Q2 | $191K | Sell |
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|
2016
Q1 | $194K | Buy |
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