Geneos Wealth Management’s Credit Suisse Group CS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-8,056
Closed -$85K 3172
2021
Q1
$85K Buy
+8,056
New +$85K ﹤0.01% 1377