Geneos Wealth Management’s Citigroup C Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $1.88M | Buy |
|
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|
2024
Q4 | $609K | Sell |
|
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|
2024
Q3 | $652K | Buy |
|
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|
2024
Q2 | $425K | Buy |
|
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|
2024
Q1 | $409K | Buy |
|
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|
2023
Q4 | $310K | Sell |
|
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|
2023
Q3 | $266K | Buy |
|
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|
2023
Q2 | $280K | Buy |
|
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|
2023
Q1 | $282K | Sell |
|
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|
2022
Q4 | $290K | Sell |
|
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|
2022
Q3 | $322K | Sell |
|
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|
2022
Q2 | $545K | Sell |
|
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|
2022
Q1 | $636K | Sell |
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|
2021
Q4 | $731K | Sell |
|
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|
2021
Q3 | $1.04M | Sell |
|
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|
2021
Q2 | $1.16M | Sell |
|
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|
2021
Q1 | $1.28M | Buy |
|
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|
2020
Q4 | $1.17M | Sell |
|
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|
2020
Q3 | $750K | Sell |
|
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|
2020
Q2 | $962K | Sell |
|
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|
2020
Q1 | $989K | Buy |
|
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|
2019
Q4 | $1.39M | Sell |
|
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|
2019
Q3 | $1.26M | Sell |
|
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|
2019
Q2 | $1.38M | Buy |
|
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|
2019
Q1 | $1.19M | Buy |
|
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|
2018
Q4 | $945K | Buy |
|
|||||
|
2018
Q3 | $1.14M | Buy |
|
|||||
|
2018
Q2 | $900K | Sell |
|
|||||
|
2018
Q1 | $1.2M | Sell |
|
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|
2017
Q4 | $1.48M | Buy |
|
|||||
|
2017
Q3 | $1.05M | Buy |
|
|||||
|
2017
Q2 | $930K | Buy |
|
|||||
|
2017
Q1 | $579K | Sell |
|
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|
2016
Q4 | $594K | Sell |
|
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|
2016
Q3 | $594K | Buy |
|
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|
2016
Q2 | $518K | Sell |
|
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|
2016
Q1 | $536K | Buy |
|