GWM
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Geneos Wealth Management’s Chemed CHE Stock Holding History

Geneos Wealth Management’s Portfolio CHE Stock Details CHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$48.7K Sell
100
-131
-57% -$63.8K ﹤0.01% 1581
2025
Q1 		$142K Buy
231
+208
+904% +$128K ﹤0.01% 1387
2024
Q4 		$12.2K Buy
23
+1
+5% +$530 ﹤0.01% 1970
2024
Q3 		$13.2K Buy
+22
New +$13.2K ﹤0.01% 1718
2022
Q3 		– Sell
-3
Closed -$1K – 2097
2022
Q2 		$1K Sell
3
-292
-99% -$97.3K ﹤0.01% 2467
2022
Q1 		$149K Hold
295
– – 0.01% 928
2021
Q4 		$156K Hold
295
– – 0.01% 978
2021
Q3 		$135K Hold
295
– – 0.01% 1036
2021
Q2 		$143K Sell
295
-244
-45% -$118K 0.01% 1004
2021
Q1 		$256K Buy
539
+20
+4% +$9.5K 0.01% 865
2020
Q4 		$137K Buy
519
+224
+76% +$59.1K 0.01% 997
2020
Q3 		$143K Hold
295
– – 0.01% 800
2020
Q2 		$131K Hold
295
– – 0.01% 802
2020
Q1 		$120K Hold
295
– – 0.01% 777
2019
Q4 		$129K Hold
295
– – 0.01% 850
2019
Q3 		$121K Hold
295
– – 0.01% 826
2019
Q2 		$106K Hold
295
– – 0.01% 883
2019
Q1 		$94K Hold
295
– – 0.01% 886
2018
Q4 		$82K Hold
295
– – 0.01% 898
2018
Q3 		$94K Hold
295
– – 0.01% 906
2018
Q2 		$94K Hold
295
– – 0.01% 808
2018
Q1 		$80K Hold
295
– – 0.01% 830
2017
Q4 		$71K Hold
295
– – 0.01% 865
2017
Q3 		$59K Hold
295
– – 0.01% 885
2017
Q2 		$60K Hold
295
– – 0.01% 857
2017
Q1 		$53K Hold
295
– – 0.01% 861
2016
Q4 		$47K Hold
295
– – 0.01% 862
2016
Q3 		$41K Hold
295
– – 0.01% 887
2016
Q2 		$40K Buy
295
+3
+1% +$407 0.01% 882
2016
Q1 		$39K Buy
+292
New +$39K 0.01% 873