GWM
Geneos Wealth Management’s Clarus CLAR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-390
| Closed | -$1.46K | – | 3130 |
|
|
2025
Q1 | $1.46K | Buy |
+390
| New | +$1.46K | ﹤0.01% | 3015 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$13K | – | 2493 |
|
|
2019
Q4 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1865 |
|
|
2019
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 1845 |
|
|
2019
Q2 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1777 |
|
|
2019
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1769 |
|
|
2018
Q4 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 1810 |
|