Geneos Wealth Management’s CoStar Group CSGP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-140
| Closed | -$11.8K | – | 2484 |
|
|
2025
Q3 | $11.8K | Sell |
140
-807
| -85% | -$71.3K | ﹤0.01% | 1909 |
|
|
2025
Q2 | $76.1K | Sell |
947
-1,095
| -54% | -$85.3K | ﹤0.01% | 1363 |
|
|
2025
Q1 | $162K | Buy |
2,042
+1,688
| +477% | +$128K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $25.3K | Buy |
354
+1
| +0.3% | +$76 | ﹤0.01% | 1613 |
|
|
2024
Q3 | $26.6K | Buy |
+353
| New | +$26.8K | ﹤0.01% | 1442 |
|
|
2024
Q2 | – | Sell |
-28
| Closed | -$2.71K | – | 2082 |
|
|
2024
Q1 | $2.71K | Buy |
+28
| New | +$2.41K | ﹤0.01% | 1842 |
|
|
2021
Q2 | – | Sell |
-530
| Closed | -$45K | – | 2896 |
|
|
2021
Q1 | $45K | Sell |
530
-100
| -16% | -$8.63K | ﹤0.01% | 1687 |
|
|
2020
Q4 | $1K | Buy |
630
+610
| +3,050% | +$53.5K | ﹤0.01% | 2775 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1.59K | ﹤0.01% | 2500 |
|
|
2019
Q2 | – | Sell |
-80
| Closed | -$3K | – | 2497 |
|
|
2019
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 2140 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 2184 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 2167 |
|
|
2018
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 2027 |
|
|
2018
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 2021 |
|
|
2017
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 2010 |
|
|
2017
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 1957 |
|
|
2017
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1968 |
|
|
2016
Q4 | $1K | Sell |
80
-140
| -64% | -$2.75K | ﹤0.01% | 1935 |
|
|
2016
Q3 | $4K | Hold |
220
| – | – | ﹤0.01% | 1620 |
|
|
2016
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 1555 |
|
|
2016
Q1 | $4K | Buy |
+220
| New | +$3.9K | ﹤0.01% | 1534 |
|
Other funds holding CSGP
ACM
