Geneos Wealth Management’s Vita Coco COCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.8K | Sell |
300
-300
| -50% | -$10.8K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $18.4K | Buy |
600
+300
| +100% | +$9.2K | ﹤0.01% | 2355 |
|
|
2024
Q4 | $11.1K | Hold |
300
| – | – | ﹤0.01% | 2010 |
|
|
2024
Q3 | $8.49K | Hold |
300
| – | – | ﹤0.01% | 1894 |
|
|
2024
Q2 | $8.36K | Hold |
300
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q1 | $7.33K | Hold |
300
| – | – | ﹤0.01% | 1617 |
|
|
2023
Q4 | $7.7K | Hold |
300
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q3 | $7.81K | Buy |
+300
| New | +$7.81K | ﹤0.01% | 1634 |
|