Geneos Wealth Management’s Coupang CPNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Sell |
5,672
-5,029
| -47% | -$151K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $262K | Buy |
10,701
+5,220
| +95% | +$128K | ﹤0.01% | 1121 |
|
|
2024
Q4 | $120K | Sell |
5,481
-258
| -4% | -$5.67K | ﹤0.01% | 999 |
|
|
2024
Q3 | $141K | Sell |
5,739
-9,447
| -62% | -$232K | 0.01% | 864 |
|
|
2024
Q2 | $318K | Sell |
15,186
-64
| -0.4% | -$1.34K | 0.01% | 593 |
|
|
2024
Q1 | $271K | Hold |
15,250
| – | – | 0.01% | 628 |
|
|
2023
Q4 | $247K | Buy |
15,250
+10,250
| +205% | +$166K | 0.01% | 622 |
|
|
2023
Q3 | $85K | Hold |
5,000
| – | – | ﹤0.01% | 916 |
|
|
2023
Q2 | $87K | Hold |
5,000
| – | – | ﹤0.01% | 912 |
|
|
2023
Q1 | $80K | Buy |
+5,000
| New | +$80K | ﹤0.01% | 917 |
|
|
2022
Q3 | – | Sell |
-5,700
| Closed | -$85K | – | 2114 |
|
|
2022
Q2 | $85K | Buy |
5,700
+4,600
| +418% | +$68.6K | ﹤0.01% | 1064 |
|
|
2022
Q1 | $19K | Buy |
1,100
+880
| +400% | +$15.2K | ﹤0.01% | 1819 |
|
|
2021
Q4 | $6K | Hold |
220
| – | – | ﹤0.01% | 2339 |
|
|
2021
Q3 | $5K | Sell |
220
-400
| -65% | -$9.09K | ﹤0.01% | 2438 |
|
|
2021
Q2 | $25K | Buy |
620
+150
| +32% | +$6.05K | ﹤0.01% | 1793 |
|
|
2021
Q1 | $19K | Hold |
470
| – | – | ﹤0.01% | 2104 |
|
|
2020
Q4 | $20K | Buy |
+470
| New | +$20K | ﹤0.01% | 1902 |
|