GWM
Geneos Wealth Management’s Cosan CSAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651 | Sell |
129
-129
| -50% | -$651 | ﹤0.01% | 3076 |
|
|
2025
Q1 | $1.35K | Buy |
+258
| New | +$1.35K | ﹤0.01% | 3022 |
|
|
2024
Q4 | – | Sell |
-129
| Closed | -$1.23K | – | 2897 |
|
|
2024
Q3 | $1.23K | Hold |
129
| – | – | ﹤0.01% | 2399 |
|
|
2024
Q2 | $1.26K | Hold |
129
| – | – | ﹤0.01% | 1953 |
|
|
2024
Q1 | $1.67K | Hold |
129
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q4 | $2.02K | Hold |
129
| – | – | ﹤0.01% | 1920 |
|
|
2023
Q3 | $1.75K | Hold |
129
| – | – | ﹤0.01% | 1954 |
|
|
2023
Q2 | $1.93K | Hold |
129
| – | – | ﹤0.01% | 1932 |
|
|
2023
Q1 | $1.53K | Hold |
129
| – | – | ﹤0.01% | 1948 |
|
|
2022
Q4 | $1.69K | Hold |
129
| – | – | ﹤0.01% | 1907 |
|
|
2022
Q3 | $1K | Hold |
129
| – | – | ﹤0.01% | 1911 |
|
|
2022
Q2 | $1K | Hold |
129
| – | – | ﹤0.01% | 2469 |
|
|
2022
Q1 | $2K | Hold |
129
| – | – | ﹤0.01% | 2524 |
|
|
2021
Q4 | $2K | Hold |
129
| – | – | ﹤0.01% | 2567 |
|
|
2021
Q3 | $2K | Hold |
129
| – | – | ﹤0.01% | 2636 |
|
|
2021
Q2 | $2K | Hold |
129
| – | – | ﹤0.01% | 2644 |
|
|
2021
Q1 | $2K | Hold |
129
| – | – | ﹤0.01% | 2868 |
|
|
2020
Q4 | $2K | Buy |
+129
| New | +$2K | ﹤0.01% | 2681 |
|