Geneos Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.1K	Sell	1,200 -1,200	-50%	-$25.1K	﹤0.01%	1920
2025 Q1	$59K	Buy	2,400 +1,200	+100%	+$29.5K	﹤0.01%	1830
2024 Q4	$26.4K	Hold	1,200	–	–	﹤0.01%	1593
2024 Q3	$24.9K	Buy	+1,200	New	+$24.9K	﹤0.01%	1480
2022 Q4	–	Sell	-250	Closed	-$4K	–	2034
2022 Q3	$4K	Buy	+250	New	+$4K	﹤0.01%	1720
2022 Q1	–	Sell	-150	Closed	-$2K	–	2779
2021 Q4	$2K	Hold	150	–	–	﹤0.01%	2565
2021 Q3	$2K	Hold	150	–	–	﹤0.01%	2633
2021 Q2	$2K	Hold	150	–	–	﹤0.01%	2641
2021 Q1	$3K	Sell	150 -1,850	-93%	-$37K	﹤0.01%	2780
2020 Q4	$38K	Buy	2,000 +1,000	+100%	+$19K	﹤0.01%	1580
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1778
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1792
2020 Q1	$9K	Hold	1,000	–	–	﹤0.01%	1845
2019 Q4	$18K	Hold	1,000	–	–	﹤0.01%	1724
2019 Q3	$17K	Hold	1,000	–	–	﹤0.01%	1672
2019 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1734
2019 Q1	$18K	Hold	1,000	–	–	﹤0.01%	1615
2018 Q4	$14K	Hold	1,000	–	–	﹤0.01%	1651
2018 Q3	$18K	Hold	1,000	–	–	﹤0.01%	1615
2018 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1533
2018 Q1	$20K	Hold	1,000	–	–	﹤0.01%	1386
2017 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1324
2017 Q3	$27K	Hold	1,000	–	–	﹤0.01%	1202
2017 Q2	$25K	Hold	1,000	–	–	﹤0.01%	1184
2017 Q1	$26K	Hold	1,000	–	–	﹤0.01%	1142
2016 Q4	$25K	Hold	1,000	–	–	﹤0.01%	1090
2016 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1044
2016 Q2	$24K	Hold	1,000	–	–	﹤0.01%	1050
2016 Q1	$23K	Buy	+1,000	New	+$23K	﹤0.01%	1039