Geneos Wealth Management’s Coinbase COIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$496K Sell
2025
Q2
$642K Buy
2025
Q1
$365K Buy
2024
Q4
$164K Buy
2024
Q3
$36.3K Sell
2024
Q2
$86K Buy
2024
Q1
$29.7K Buy
2023
Q4
$2.09K Sell
2023
Q3
$27.8K Sell
2023
Q2
$127K Hold
2023
Q1
$120K Buy
2022
Q4
$62.7K Sell
2022
Q3
$123K Sell
2022
Q2
$265K Buy
2022
Q1
$323K Buy