Geneos Wealth Management’s Compass Diversified CODI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.1K | Hold |
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|
2025
Q2 | $61.7K | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $141K | Hold |
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|
2023
Q4 | $132K | Buy |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $110K | Buy |
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|
2022
Q4 | $50.1K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $182K | Hold |
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|
2021
Q4 | $235K | Hold |
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|
2021
Q3 | $215K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $195K | Sell |
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|
2020
Q4 | $181K | Buy |
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|
2020
Q3 | $133K | Sell |
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|
2020
Q2 | $126K | Sell |
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|
2020
Q1 | $118K | Buy |
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|
2019
Q4 | $165K | Hold |
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|
2019
Q3 | $131K | Hold |
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|
2019
Q2 | $126K | Hold |
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|
2019
Q1 | $104K | Buy |
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|
2018
Q4 | $64K | Buy |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $67K | Hold |
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|
2017
Q3 | $71K | Sell |
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|
2017
Q2 | $75K | Buy |
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|
2017
Q1 | $54K | Buy |
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|
2016
Q4 | $41K | Buy |
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|
2016
Q3 | $10K | Buy |
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|
2016
Q2 | $10K | Sell |
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|
2016
Q1 | $13K | Buy |
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