Geneos Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $452K | Sell |
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|
2025
Q2 | $705K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $491K | Buy |
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|
2024
Q2 | $489K | Buy |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $242K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $196K | Buy |
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|
2022
Q4 | $90.2K | Sell |
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|
2022
Q3 | $106K | Sell |
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|
2022
Q2 | $4.88M | Sell |
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|
2022
Q1 | $6M | Sell |
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|
2021
Q4 | $7.01M | Sell |
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|
2021
Q3 | $7.45M | Buy |
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|
2021
Q2 | $6.21M | Sell |
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|
2021
Q1 | $6.38M | Sell |
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|
2020
Q4 | $6.17M | Sell |
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|
2020
Q3 | $5.5M | Sell |
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|
2020
Q2 | $4.85M | Sell |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $474K | Hold |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $292K | Sell |
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|
2018
Q3 | $481K | Buy |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $315K | Buy |
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|
2017
Q3 | $194K | Buy |
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|
2017
Q2 | $212K | Buy |
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|
2017
Q1 | $153K | Hold |
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|
2016
Q4 | $129K | Buy |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $252K | Buy |
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|
2016
Q1 | $101K | Buy |
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