Geneos Wealth Management’s CNH Industrial CNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $21.4K | Sell |
1,651
-171
| -9% | -$2.22K | ﹤0.01% | 1997 |
|
2025
Q1 | $22.4K | Buy |
1,822
+1,381
| +313% | +$17K | ﹤0.01% | 2280 |
|
2024
Q4 | $5K | Buy |
441
+191
| +76% | +$2.16K | ﹤0.01% | 2334 |
|
2024
Q3 | $2.78K | Buy |
+250
| New | +$2.78K | ﹤0.01% | 2220 |
|
2022
Q3 | – | Sell |
-1,060
| Closed | -$12K | – | 2632 |
|
2022
Q2 | $12K | Hold |
1,060
| – | – | ﹤0.01% | 1895 |
|
2022
Q1 | $16K | Sell |
1,060
-158
| -13% | -$2.39K | ﹤0.01% | 1905 |
|
2021
Q4 | $20K | Hold |
1,218
| – | – | ﹤0.01% | 1896 |
|
2021
Q3 | $17K | Hold |
1,218
| – | – | ﹤0.01% | 2014 |
|
2021
Q2 | $17K | Sell |
1,218
-890
| -42% | -$12.4K | ﹤0.01% | 2004 |
|
2021
Q1 | $27K | Hold |
2,108
| – | – | ﹤0.01% | 1928 |
|
2020
Q4 | $16K | Buy |
2,108
+890
| +73% | +$6.76K | ﹤0.01% | 2040 |
|
2020
Q3 | $7K | Hold |
1,218
| – | – | ﹤0.01% | 2091 |
|
2020
Q2 | $7K | Hold |
1,218
| – | – | ﹤0.01% | 2058 |
|
2020
Q1 | $6K | Hold |
1,218
| – | – | ﹤0.01% | 2005 |
|
2019
Q4 | $11K | Hold |
1,218
| – | – | ﹤0.01% | 1943 |
|
2019
Q3 | $10K | Hold |
1,218
| – | – | ﹤0.01% | 1906 |
|
2019
Q2 | $10K | Hold |
1,218
| – | – | ﹤0.01% | 1923 |
|
2019
Q1 | $10K | Buy |
1,218
+14
| +1% | +$115 | ﹤0.01% | 1855 |
|
2018
Q4 | $9K | Hold |
1,204
| – | – | ﹤0.01% | 1834 |
|
2018
Q3 | $12K | Hold |
1,204
| – | – | ﹤0.01% | 1793 |
|
2018
Q2 | $11K | Hold |
1,204
| – | – | ﹤0.01% | 1697 |
|
2018
Q1 | $12K | Hold |
1,204
| – | – | ﹤0.01% | 1593 |
|
2017
Q4 | $14K | Hold |
1,204
| – | – | ﹤0.01% | 1528 |
|
2017
Q3 | $12K | Hold |
1,204
| – | – | ﹤0.01% | 1524 |
|
2017
Q2 | $11K | Hold |
1,204
| – | – | ﹤0.01% | 1516 |
|
2017
Q1 | $10K | Hold |
1,204
| – | – | ﹤0.01% | 1497 |
|
2016
Q4 | $9K | Buy |
1,204
+265
| +28% | +$1.98K | ﹤0.01% | 1484 |
|
2016
Q3 | $5K | Hold |
939
| – | – | ﹤0.01% | 1598 |
|
2016
Q2 | $5K | Hold |
939
| – | – | ﹤0.01% | 1540 |
|
2016
Q1 | $5K | Buy |
+939
| New | +$5K | ﹤0.01% | 1515 |
|