GWM
Geneos Wealth Management’s Capitol Federal Financial CFFN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610 | Sell |
100
-100
| -50% | -$610 | ﹤0.01% | 3085 |
|
|
2025
Q1 | $1.12K | Buy |
+200
| New | +$1.12K | ﹤0.01% | 3038 |
|
|
2021
Q2 | – | Sell |
-86
| Closed | -$1K | – | 2889 |
|
|
2021
Q1 | $1K | Hold |
86
| – | – | ﹤0.01% | 2993 |
|
|
2020
Q4 | $1K | Sell |
86
-563
| -87% | -$6.55K | ﹤0.01% | 2767 |
|
|
2020
Q3 | $5K | Buy |
649
+452
| +229% | +$3.48K | ﹤0.01% | 2159 |
|
|
2020
Q2 | $2K | Buy |
+197
| New | +$2K | ﹤0.01% | 2339 |
|
|
2020
Q1 | – | Sell |
-83
| Closed | -$1K | – | 2490 |
|
|
2019
Q4 | $1K | Buy |
83
+2
| +2% | +$24 | ﹤0.01% | 2442 |
|
|
2019
Q3 | $1K | Buy |
81
+1
| +1% | +$12 | ﹤0.01% | 2376 |
|
|
2019
Q2 | $1K | Buy |
80
+2
| +3% | +$25 | ﹤0.01% | 2379 |
|
|
2019
Q1 | $1K | Buy |
+78
| New | +$1K | ﹤0.01% | 2305 |
|
|
2017
Q4 | – | Sell |
-71
| Closed | -$1K | – | 2170 |
|
|
2017
Q3 | $1K | Hold |
71
| – | – | ﹤0.01% | 2028 |
|
|
2017
Q2 | $1K | Buy |
71
+2
| +3% | +$28 | ﹤0.01% | 1983 |
|
|
2017
Q1 | $1K | Hold |
69
| – | – | ﹤0.01% | 1965 |
|
|
2016
Q4 | $1K | Buy |
+69
| New | +$1K | ﹤0.01% | 1932 |
|