Geneos Wealth Management’s Charles River Laboratories CRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.5K | Sell |
293
-163
| -36% | -$24.7K | ﹤0.01% | 1636 |
|
|
2025
Q1 | $68.6K | Buy |
456
+348
| +322% | +$52.4K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $19.9K | Sell |
108
-9,777
| -99% | -$1.8M | ﹤0.01% | 1727 |
|
|
2024
Q3 | $1.95M | Buy |
9,885
+862
| +10% | +$170K | 0.07% | 286 |
|
|
2024
Q2 | $1.86M | Buy |
9,023
+1,394
| +18% | +$288K | 0.08% | 258 |
|
|
2024
Q1 | $2.07M | Buy |
7,629
+2,617
| +52% | +$709K | 0.09% | 245 |
|
|
2023
Q4 | $1.18M | Sell |
5,012
-12
| -0.2% | -$2.84K | 0.06% | 299 |
|
|
2023
Q3 | $985K | Buy |
5,024
+199
| +4% | +$39K | 0.05% | 326 |
|
|
2023
Q2 | $1.01M | Buy |
4,825
+530
| +12% | +$111K | 0.05% | 313 |
|
|
2023
Q1 | $867K | Buy |
4,295
+4,236
| +7,180% | +$855K | 0.05% | 322 |
|
|
2022
Q4 | $12.9K | Hold |
59
| – | – | ﹤0.01% | 1464 |
|
|
2022
Q3 | $11K | Hold |
59
| – | – | ﹤0.01% | 1485 |
|
|
2022
Q2 | $12K | Hold |
59
| – | – | ﹤0.01% | 1876 |
|
|
2022
Q1 | $16K | Hold |
59
| – | – | ﹤0.01% | 1895 |
|
|
2021
Q4 | $22K | Buy |
59
+55
| +1,375% | +$20.5K | ﹤0.01% | 1838 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2720 |
|
|
2021
Q2 | $1K | Sell |
4
-695
| -99% | -$174K | ﹤0.01% | 2736 |
|
|
2021
Q1 | $232K | Buy |
699
+65
| +10% | +$21.6K | 0.01% | 907 |
|
|
2020
Q4 | $1K | Buy |
+634
| New | +$1K | ﹤0.01% | 2773 |
|
|
2019
Q4 | – | Sell |
-8
| Closed | -$1K | – | 2546 |
|
|
2019
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 2381 |
|
|
2017
Q2 | – | Sell |
-18
| Closed | -$1K | – | 2087 |
|
|
2017
Q1 | $1K | Sell |
18
-9
| -33% | -$500 | ﹤0.01% | 1968 |
|
|
2016
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1833 |
|
|
2016
Q3 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 1756 |
|