Geneos Wealth Management’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87.9K | Sell |
377
-408
| -52% | -$95.1K | ﹤0.01% | 1302 |
|
2025
Q1 | $178K | Buy |
785
+642
| +449% | +$145K | ﹤0.01% | 1286 |
|
2024
Q4 | $27.9K | Hold |
143
| – | – | ﹤0.01% | 1575 |
|
2024
Q3 | $29.3K | Buy |
+143
| New | +$29.3K | ﹤0.01% | 1401 |
|
2023
Q2 | – | Sell |
-483
| Closed | -$64.8K | – | 2072 |
|
2023
Q1 | $64.8K | Buy |
+483
| New | +$64.8K | ﹤0.01% | 992 |
|
2021
Q4 | – | Sell |
-100
| Closed | -$12K | – | 2780 |
|
2021
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 2135 |
|
2021
Q2 | $11K | Sell |
100
-8
| -7% | -$880 | ﹤0.01% | 2153 |
|
2021
Q1 | $11K | Buy |
108
+8
| +8% | +$815 | ﹤0.01% | 2322 |
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2244 |
|