Geneos Wealth Management’s Dutch Bros BROS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
2,701
-2,443
| -47% | -$167K | ﹤0.01% | 1024 |
|
|
2025
Q1 | $318K | Buy |
5,144
+4,994
| +3,329% | +$308K | ﹤0.01% | 1061 |
|
|
2024
Q4 | $7.86K | Sell |
150
-100
| -40% | -$5.24K | ﹤0.01% | 2155 |
|
|
2024
Q3 | $8.01K | Sell |
250
-1,225
| -83% | -$39.2K | ﹤0.01% | 1915 |
|
|
2024
Q2 | $61.1K | Sell |
1,475
-450
| -23% | -$18.6K | ﹤0.01% | 1004 |
|
|
2024
Q1 | $63.5K | Sell |
1,925
-50
| -3% | -$1.65K | ﹤0.01% | 986 |
|
|
2023
Q4 | $62.5K | Sell |
1,975
-1,090
| -36% | -$34.5K | ﹤0.01% | 991 |
|
|
2023
Q3 | $71.3K | Buy |
3,065
+2,165
| +241% | +$50.3K | ﹤0.01% | 972 |
|
|
2023
Q2 | $25.6K | Buy |
900
+750
| +500% | +$21.3K | ﹤0.01% | 1289 |
|
|
2023
Q1 | $4.75K | Sell |
150
-2,845
| -95% | -$90K | ﹤0.01% | 1740 |
|
|
2022
Q4 | $84.4K | Buy |
2,995
+1,439
| +92% | +$40.6K | 0.01% | 877 |
|
|
2022
Q3 | $48K | Sell |
1,556
-2,815
| -64% | -$86.8K | ﹤0.01% | 1045 |
|
|
2022
Q2 | $141K | Buy |
4,371
+1,588
| +57% | +$51.2K | 0.01% | 881 |
|
|
2022
Q1 | $153K | Buy |
+2,783
| New | +$153K | 0.01% | 912 |
|