Geneos Wealth Management’s Commault Systems CVLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.3K | Sell |
151
-174
| -54% | -$30.3K | ﹤0.01% | 1903 |
|
|
2025
Q1 | $51.3K | Buy |
325
+304
| +1,448% | +$48K | ﹤0.01% | 1916 |
|
|
2024
Q4 | $3.17K | Sell |
21
-4
| -16% | -$604 | ﹤0.01% | 2473 |
|
|
2024
Q3 | $3.85K | Buy |
+25
| New | +$3.85K | ﹤0.01% | 2142 |
|
|
2021
Q4 | – | Sell |
-175
| Closed | -$13K | – | 2788 |
|
|
2021
Q3 | $13K | Hold |
175
| – | – | ﹤0.01% | 2105 |
|
|
2021
Q2 | $13K | Hold |
175
| – | – | ﹤0.01% | 2093 |
|
|
2021
Q1 | $12K | Hold |
175
| – | – | ﹤0.01% | 2289 |
|
|
2020
Q4 | $11K | Buy |
+175
| New | +$11K | ﹤0.01% | 2173 |
|