Geneos Wealth Management’s Check Point Software Technologies CHKP Stock Holding History

Geneos Wealth Management’s Portfolio CHKP Stock Details CHKP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Sell	6,115 -6,948	-53%	-$1.54M	0.03%	455
2025 Q1	$2.98M	Buy	13,063 +7,243	+124%	+$1.65M	0.04%	399
2024 Q4	$1.09M	Sell	5,820 -21	-0.4%	-$3.92K	0.04%	405
2024 Q3	$1.13M	Sell	5,841 -3,171	-35%	-$611K	0.04%	379
2024 Q2	$1.49M	Buy	9,012 +625	+7%	+$103K	0.07%	294
2024 Q1	$1.38M	Buy	8,387 +751	+10%	+$123K	0.06%	304
2023 Q4	$1.17M	Buy	7,636 +60	+0.8%	+$9.17K	0.06%	301
2023 Q3	$1.01M	Buy	+7,576	New	+$1.01M	0.05%	320
2022 Q2	–	Sell	-168	Closed	-$23K	–	2610
2022 Q1	$23K	Buy	168 +36	+27%	+$4.93K	﹤0.01%	1733
2021 Q4	$15K	Hold	132	–	–	﹤0.01%	2011
2021 Q3	$15K	Hold	132	–	–	﹤0.01%	2051
2021 Q2	$15K	Sell	132 -1,838	-93%	-$209K	﹤0.01%	2039
2021 Q1	$230K	Sell	1,970 -3,487	-64%	-$407K	0.01%	909
2020 Q4	$402K	Buy	5,457 +3,507	+180%	+$258K	0.02%	600
2020 Q3	$234K	Sell	1,950 -1,012	-34%	-$121K	0.01%	636
2020 Q2	$313K	Buy	2,962 +376	+15%	+$39.7K	0.02%	533
2020 Q1	$256K	Sell	2,586 -8,012	-76%	-$793K	0.02%	544
2019 Q4	$1.18M	Buy	10,598 +1,470	+16%	+$164K	0.06%	270
2019 Q3	$987K	Buy	9,128 +2,079	+29%	+$225K	0.06%	275
2019 Q2	$820K	Buy	7,049 +2,017	+40%	+$235K	0.05%	312
2019 Q1	$636K	Buy	5,032 +4,822	+2,296%	+$609K	0.04%	346
2018 Q4	$21K	Sell	210 -50	-19%	-$5K	﹤0.01%	1479
2018 Q3	$30K	Sell	260 -95	-27%	-$11K	﹤0.01%	1401
2018 Q2	$34K	Hold	355	–	–	﹤0.01%	1220
2018 Q1	$35K	Hold	355	–	–	﹤0.01%	1153
2017 Q4	$36K	Buy	355 +31	+10%	+$3.14K	﹤0.01%	1145
2017 Q3	$36K	Buy	324 +69	+27%	+$7.67K	﹤0.01%	1095
2017 Q2	$27K	Hold	255	–	–	﹤0.01%	1155
2017 Q1	$26K	Hold	255	–	–	﹤0.01%	1144
2016 Q4	$21K	Hold	255	–	–	﹤0.01%	1156
2016 Q3	$19K	Hold	255	–	–	﹤0.01%	1142
2016 Q2	$20K	Hold	255	–	–	﹤0.01%	1111
2016 Q1	$22K	Buy	+255	New	+$22K	﹤0.01%	1057