Geneos Wealth Management’s Bentley Systems BSY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.4K | Sell |
638
-755
| -54% | -$40.7K | ﹤0.01% | 1763 |
|
|
2025
Q1 | $54.8K | Buy |
1,393
+1,352
| +3,298% | +$53.2K | ﹤0.01% | 1876 |
|
|
2024
Q4 | $1.92K | Buy |
41
+24
| +141% | +$1.12K | ﹤0.01% | 2606 |
|
|
2024
Q3 | $864 | Buy |
+17
| New | +$864 | ﹤0.01% | 2472 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$52.2K | – | 2136 |
|
|
2023
Q4 | $52.2K | Hold |
1,000
| – | – | ﹤0.01% | 1043 |
|
|
2023
Q3 | $50.2K | Hold |
1,000
| – | – | ﹤0.01% | 1075 |
|
|
2023
Q2 | $54.2K | Buy |
+1,000
| New | +$54.2K | ﹤0.01% | 1057 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$37K | – | 2049 |
|
|
2022
Q4 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 1154 |
|
|
2021
Q2 | – | Sell |
-1,802
| Closed | -$92K | – | 2880 |
|
|
2021
Q1 | $92K | Buy |
+1,802
| New | +$92K | ﹤0.01% | 1337 |
|