Geneos Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Geneos Wealth Management’s Portfolio COKE Stock Details COKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.9K	Sell	250 -250	-50%	-$27.9K	﹤0.01%	1875
2025 Q1	$67.5K	Buy	500 +250	+100%	+$33.8K	﹤0.01%	1763
2024 Q4	$31.5K	Hold	250	–	–	﹤0.01%	1523
2024 Q3	$32.9K	Sell	250 -250	-50%	-$32.9K	﹤0.01%	1354
2024 Q2	$54.3K	Sell	500 -100	-17%	-$10.9K	﹤0.01%	1041
2024 Q1	$50.8K	Sell	600 -620	-51%	-$52.5K	﹤0.01%	1059
2023 Q4	$113K	Sell	1,220 -50	-4%	-$4.64K	0.01%	803
2023 Q3	$80.8K	Hold	1,270	–	–	﹤0.01%	929
2023 Q2	$80.8K	Hold	1,270	–	–	﹤0.01%	937
2023 Q1	$68K	Hold	1,270	–	–	﹤0.01%	973
2022 Q4	$65.1K	Hold	1,270	–	–	﹤0.01%	956
2022 Q3	$52K	Hold	1,270	–	–	﹤0.01%	1012
2022 Q2	$73K	Hold	1,270	–	–	﹤0.01%	1121
2022 Q1	$63K	Buy	1,270 +520	+69%	+$25.8K	﹤0.01%	1271
2021 Q4	$46K	Hold	750	–	–	﹤0.01%	1514
2021 Q3	$29K	Buy	750 +250	+50%	+$9.67K	﹤0.01%	1736
2021 Q2	$19K	Sell	500 -150	-23%	-$5.7K	﹤0.01%	1936
2021 Q1	$19K	Hold	650	–	–	﹤0.01%	2103
2020 Q4	$14K	Buy	650 +150	+30%	+$3.23K	﹤0.01%	2077
2020 Q3	$12K	Hold	500	–	–	﹤0.01%	1874
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	1868
2020 Q1	$10K	Hold	500	–	–	﹤0.01%	1809
2019 Q4	$14K	Hold	500	–	–	﹤0.01%	1826
2019 Q3	$15K	Sell	500 -230	-32%	-$6.9K	﹤0.01%	1727
2019 Q2	$21K	Sell	730 -230	-24%	-$6.62K	﹤0.01%	1597
2019 Q1	$27K	Hold	960	–	–	﹤0.01%	1429
2018 Q4	$17K	Hold	960	–	–	﹤0.01%	1562
2018 Q3	$17K	Sell	960 -570	-37%	-$10.1K	﹤0.01%	1644
2018 Q2	$20K	Hold	1,530	–	–	﹤0.01%	1437
2018 Q1	$26K	Hold	1,530	–	–	﹤0.01%	1272
2017 Q4	$32K	Hold	1,530	–	–	﹤0.01%	1196
2017 Q3	$33K	Hold	1,530	–	–	﹤0.01%	1128
2017 Q2	$35K	Buy	1,530 +460	+43%	+$10.5K	﹤0.01%	1069
2017 Q1	$22K	Buy	+1,070	New	+$22K	﹤0.01%	1196
2016 Q4	–	Sell	-1,620	Closed	-$24K	–	2055
2016 Q3	$24K	Hold	1,620	–	–	﹤0.01%	1061
2016 Q2	$23K	Hold	1,620	–	–	﹤0.01%	1067
2016 Q1	$26K	Buy	+1,620	New	+$26K	﹤0.01%	1004