Geneos Wealth Management’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.02M | Buy |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $325K | Buy |
|
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|
2024
Q2 | $37.5K | Sell |
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|
2024
Q1 | $59.9K | Sell |
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|
2023
Q4 | $5.22M | Sell |
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|
2023
Q3 | $6.45M | Buy |
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|
2023
Q2 | $5.97M | Buy |
|
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|
2023
Q1 | $4.39M | Buy |
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|
2022
Q4 | $25.1K | Hold |
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|
2022
Q3 | $26K | Sell |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $50K | Sell |
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|
2021
Q4 | $62K | Buy |
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|
2021
Q3 | $54K | Hold |
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|
2021
Q2 | $53K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $65K | Sell |
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|
2020
Q3 | $58K | Hold |
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|
2020
Q2 | $56K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $41K | Buy |
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|
2019
Q3 | $41K | Hold |
|
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|
2019
Q2 | $42K | Buy |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $31K | Buy |
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|
2018
Q3 | $44K | Hold |
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|
2018
Q2 | $38K | Hold |
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|
2018
Q1 | $36K | Buy |
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|
2017
Q4 | $30K | Sell |
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|
2017
Q3 | $31K | Buy |
|
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|
2017
Q2 | $29K | Hold |
|
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|
2017
Q1 | $26K | Sell |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $27K | Buy |
|
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|
2016
Q2 | $25K | Sell |
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|
2016
Q1 | $34K | Buy |
|