Geneos Wealth Management’s Cal-Maine CALM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $51.4K | Sell |
650
-2,250
| -78% | -$185K | ﹤0.01% | 1417 |
|
|
2025
Q4 | $231K | Buy |
2,900
+2,250
| +346% | +$198K | 0.01% | 886 |
|
|
2025
Q3 | $61.2K | Sell |
650
-21
| -3% | -$2.24K | ﹤0.01% | 1303 |
|
|
2025
Q2 | $66.9K | Sell |
671
-71
| -10% | -$6.79K | ﹤0.01% | 1428 |
|
|
2025
Q1 | $67.4K | Buy |
742
+392
| +112% | +$38.7K | ﹤0.01% | 1764 |
|
|
2024
Q4 | $36K | Hold |
350
| – | – | ﹤0.01% | 1450 |
|
|
2024
Q3 | $26.2K | Hold |
350
| – | – | ﹤0.01% | 1453 |
|
|
2024
Q2 | $21.4K | Hold |
350
| – | – | ﹤0.01% | 1325 |
|
|
2024
Q1 | $20.6K | Hold |
350
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q4 | $20.1K | Hold |
350
| – | – | ﹤0.01% | 1349 |
|
|
2023
Q3 | $16.9K | Hold |
350
| – | – | ﹤0.01% | 1431 |
|
|
2023
Q2 | $15.8K | Hold |
350
| – | – | ﹤0.01% | 1447 |
|
|
2023
Q1 | $21.3K | Buy |
+350
| New | +$19.5K | ﹤0.01% | 1326 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$16K | – | 2567 |
|
|
2020
Q1 | $16K | Hold |
400
| – | – | ﹤0.01% | 1599 |
|
|
2019
Q4 | $17K | Sell |
400
-9
| -2% | -$375 | ﹤0.01% | 1747 |
|
|
2019
Q3 | $18K | Buy |
409
+9
| +2% | +$374 | ﹤0.01% | 1645 |
|
|
2019
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 1732 |
|
|
2019
Q1 | $17K | Sell |
400
-120
| -23% | -$5.22K | ﹤0.01% | 1634 |
|
|
2018
Q4 | $21K | Hold |
520
| – | – | ﹤0.01% | 1478 |
|
|
2018
Q3 | $25K | Buy |
520
+120
| +30% | +$5.74K | ﹤0.01% | 1470 |
|
|
2018
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 1484 |
|
|
2018
Q1 | $17K | Sell |
400
-120
| -23% | -$5.2K | ﹤0.01% | 1447 |
|
|
2017
Q4 | $23K | Hold |
520
| – | – | ﹤0.01% | 1323 |
|
|
2017
Q3 | $21K | Sell |
520
-100
| -16% | -$3.73K | ﹤0.01% | 1293 |
|
|
2017
Q2 | $24K | Buy |
620
+70
| +13% | +$2.68K | ﹤0.01% | 1198 |
|
|
2017
Q1 | $20K | Hold |
550
| – | – | ﹤0.01% | 1230 |
|
|
2016
Q4 | $24K | Hold |
550
| – | – | ﹤0.01% | 1104 |
|
|
2016
Q3 | $21K | Hold |
550
| – | – | ﹤0.01% | 1115 |
|
|
2016
Q2 | $24K | Sell |
550
-550
| -50% | -$25.9K | ﹤0.01% | 1049 |
|
|
2016
Q1 | $57K | Buy |
+1,100
| New | +$54.9K | 0.01% | 759 |
|
Other funds holding CALM
VPM
VCM
RRAM
