Geneos Wealth Management’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
6,316
-5,488
| -46% | -$821K | 0.02% | 547 |
|
|
2025
Q1 | $1.65M | Buy |
11,804
+6,861
| +139% | +$959K | 0.02% | 533 |
|
|
2024
Q4 | $852K | Buy |
4,943
+3
| +0.1% | +$517 | 0.03% | 455 |
|
|
2024
Q3 | $756K | Buy |
4,940
+50
| +1% | +$7.66K | 0.03% | 462 |
|
|
2024
Q2 | $605K | Sell |
4,890
-169
| -3% | -$20.9K | 0.03% | 451 |
|
|
2024
Q1 | $665K | Sell |
5,059
-198
| -4% | -$26K | 0.03% | 428 |
|
|
2023
Q4 | $688K | Sell |
5,257
-140
| -3% | -$18.3K | 0.03% | 403 |
|
|
2023
Q3 | $578K | Buy |
5,397
+237
| +5% | +$25.4K | 0.03% | 437 |
|
|
2023
Q2 | $480K | Sell |
5,160
-60
| -1% | -$5.58K | 0.03% | 471 |
|
|
2023
Q1 | $459K | Buy |
5,220
+1,282
| +33% | +$113K | 0.03% | 460 |
|
|
2022
Q4 | $292K | Sell |
3,938
-7,242
| -65% | -$537K | 0.02% | 532 |
|
|
2022
Q3 | $935K | Sell |
11,180
-2,599
| -19% | -$217K | 0.06% | 265 |
|
|
2022
Q2 | $1.28M | Buy |
13,779
+524
| +4% | +$48.6K | 0.06% | 270 |
|
|
2022
Q1 | $1.68M | Sell |
13,255
-16
| -0.1% | -$2.03K | 0.07% | 253 |
|
|
2021
Q4 | $1.72M | Sell |
13,271
-1,050
| -7% | -$136K | 0.07% | 277 |
|
|
2021
Q3 | $1.66M | Buy |
14,321
+3
| +0% | +$347 | 0.06% | 277 |
|
|
2021
Q2 | $1.4M | Sell |
14,318
-13,299
| -48% | -$1.3M | 0.05% | 294 |
|
|
2021
Q1 | $2.44M | Sell |
27,617
-522
| -2% | -$46.2K | 0.07% | 267 |
|
|
2020
Q4 | $1.7M | Buy |
28,139
+8,724
| +45% | +$528K | 0.07% | 259 |
|
|
2020
Q3 | $993K | Buy |
19,415
+26
| +0.1% | +$1.33K | 0.05% | 289 |
|
|
2020
Q2 | $1.05M | Sell |
19,389
-1,977
| -9% | -$107K | 0.06% | 276 |
|
|
2020
Q1 | $984K | Sell |
21,366
-3,203
| -13% | -$148K | 0.07% | 259 |
|
|
2019
Q4 | $1.38M | Sell |
24,569
-23
| -0.1% | -$1.29K | 0.07% | 256 |
|
|
2019
Q3 | $1.24M | Buy |
+24,592
| New | +$1.24M | 0.07% | 242 |
|