Geneos Wealth Management’s Coinbase COIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
1,831
+166
| +10% | +$58.2K | 0.02% | 639 |
|
|
2025
Q1 | $365K | Buy |
1,665
+1,004
| +152% | +$220K | 0.01% | 1009 |
|
|
2024
Q4 | $164K | Buy |
661
+457
| +224% | +$113K | 0.01% | 908 |
|
|
2024
Q3 | $36.3K | Sell |
204
-183
| -47% | -$32.6K | ﹤0.01% | 1312 |
|
|
2024
Q2 | $86K | Buy |
387
+275
| +246% | +$61.1K | ﹤0.01% | 908 |
|
|
2024
Q1 | $29.7K | Buy |
112
+100
| +833% | +$26.5K | ﹤0.01% | 1249 |
|
|
2023
Q4 | $2.09K | Sell |
12
-358
| -97% | -$62.3K | ﹤0.01% | 1910 |
|
|
2023
Q3 | $27.8K | Sell |
370
-1,404
| -79% | -$105K | ﹤0.01% | 1266 |
|
|
2023
Q2 | $127K | Hold |
1,774
| – | – | 0.01% | 805 |
|
|
2023
Q1 | $120K | Buy |
1,774
+3
| +0.2% | +$203 | 0.01% | 786 |
|
|
2022
Q4 | $62.7K | Sell |
1,771
-149
| -8% | -$5.27K | ﹤0.01% | 967 |
|
|
2022
Q3 | $123K | Sell |
1,920
-3,488
| -64% | -$223K | 0.01% | 739 |
|
|
2022
Q2 | $265K | Buy |
5,408
+3,702
| +217% | +$181K | 0.01% | 651 |
|
|
2022
Q1 | $323K | Buy |
+1,706
| New | +$323K | 0.01% | 646 |
|