Geneos Wealth Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.8K | Sell |
1,810
-1,010
| -36% | -$34.5K | ﹤0.01% | 1457 |
|
|
2025
Q1 | $87K | Buy |
+2,820
| New | +$87K | ﹤0.01% | 1642 |
|
|
2024
Q2 | – | Sell |
-42
| Closed | -$1.19K | – | 2070 |
|
|
2024
Q1 | $1.19K | Buy |
+42
| New | +$1.19K | ﹤0.01% | 1986 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$2K | – | 2074 |
|
|
2022
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q1 | $2K | Sell |
100
-400
| -80% | -$8K | ﹤0.01% | 2523 |
|
|
2021
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 2064 |
|
|
2021
Q3 | $12K | Hold |
500
| – | – | ﹤0.01% | 2134 |
|
|
2021
Q2 | $13K | Sell |
500
-400
| -44% | -$10.4K | ﹤0.01% | 2090 |
|
|
2021
Q1 | $19K | Sell |
900
-616
| -41% | -$13K | ﹤0.01% | 2102 |
|
|
2020
Q4 | $35K | Buy |
1,516
+575
| +61% | +$13.3K | ﹤0.01% | 1622 |
|
|
2020
Q3 | $16K | Hold |
941
| – | – | ﹤0.01% | 1748 |
|
|
2020
Q2 | $20K | Hold |
941
| – | – | ﹤0.01% | 1612 |
|
|
2020
Q1 | $12K | Hold |
941
| – | – | ﹤0.01% | 1713 |
|
|
2019
Q4 | $16K | Hold |
941
| – | – | ﹤0.01% | 1775 |
|
|
2019
Q3 | $15K | Sell |
941
-550
| -37% | -$8.77K | ﹤0.01% | 1723 |
|
|
2019
Q2 | $26K | Buy |
1,491
+200
| +15% | +$3.49K | ﹤0.01% | 1500 |
|
|
2019
Q1 | $24K | Sell |
1,291
-5,730
| -82% | -$107K | ﹤0.01% | 1477 |
|
|
2018
Q4 | $118K | Sell |
7,021
-250
| -3% | -$4.2K | 0.01% | 783 |
|
|
2018
Q3 | $173K | Buy |
7,271
+6,130
| +537% | +$146K | 0.01% | 689 |
|
|
2018
Q2 | $28K | Buy |
1,141
+1,041
| +1,041% | +$25.5K | ﹤0.01% | 1307 |
|
|
2018
Q1 | $2K | Sell |
100
-650
| -87% | -$13K | ﹤0.01% | 2013 |
|
|
2017
Q4 | $15K | Buy |
750
+500
| +200% | +$10K | ﹤0.01% | 1482 |
|
|
2017
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 1801 |
|
|
2017
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 1769 |
|
|
2017
Q1 | $4K | Hold |
250
| – | – | ﹤0.01% | 1719 |
|
|
2016
Q4 | $3K | Hold |
250
| – | – | ﹤0.01% | 1742 |
|
|
2016
Q3 | $3K | Hold |
250
| – | – | ﹤0.01% | 1677 |
|
|
2016
Q2 | $2K | Sell |
250
-500
| -67% | -$4K | ﹤0.01% | 1664 |
|
|
2016
Q1 | $9K | Buy |
+750
| New | +$9K | ﹤0.01% | 1326 |
|