Geneos Wealth Management’s CrowdStrike CRWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.1M Sell
25,790
-25,040
-49% -$12.8M 0.32% 74
2025
Q1
$17.9M Buy
50,830
+32,769
+181% +$11.6M 0.26% 98
2024
Q4
$6.18M Buy
18,061
+3,239
+22% +$1.11M 0.22% 105
2024
Q3
$4.16M Buy
14,822
+5,595
+61% +$1.57M 0.16% 153
2024
Q2
$3.54M Buy
9,227
+4,916
+114% +$1.88M 0.16% 144
2024
Q1
$1.38M Sell
4,311
-2,006
-32% -$643K 0.06% 303
2023
Q4
$1.61M Sell
6,317
-138
-2% -$35.2K 0.08% 258
2023
Q3
$1.08M Sell
6,455
-26
-0.4% -$4.35K 0.06% 303
2023
Q2
$952K Sell
6,481
-138
-2% -$20.3K 0.05% 321
2023
Q1
$909K Buy
6,619
+956
+17% +$131K 0.06% 308
2022
Q4
$596K Sell
5,663
-340
-6% -$35.8K 0.04% 385
2022
Q3
$989K Sell
6,003
-825
-12% -$136K 0.07% 255
2022
Q2
$1.22M Sell
6,828
-1,595
-19% -$286K 0.06% 279
2022
Q1
$1.91M Buy
8,423
+1,129
+15% +$256K 0.08% 230
2021
Q4
$1.49M Buy
7,294
+976
+15% +$200K 0.06% 302
2021
Q3
$1.57M Buy
6,318
+2,127
+51% +$530K 0.06% 286
2021
Q2
$1.06M Sell
4,191
-54
-1% -$13.6K 0.04% 349
2021
Q1
$885K Buy
4,245
+1,526
+56% +$318K 0.02% 455
2020
Q4
$410K Buy
2,719
+1,487
+121% +$224K 0.02% 592
2020
Q3
$168K Buy
1,232
+842
+216% +$115K 0.01% 741
2020
Q2
$38K Buy
+390
New +$38K ﹤0.01% 1339