Geneos Wealth Management’s Commault Systems CVLT Stock Holding History

Geneos Wealth Management’s Portfolio CVLT Stock Details CVLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$26.3K	Sell
2025 Q1	$51.3K	Buy
2024 Q4	$3.17K	Sell
2024 Q3	$3.85K	Buy
2021 Q4	–	Sell
2021 Q3	$13K	Hold
2021 Q2	$13K	Hold
2021 Q1	$12K	Hold
2020 Q4	$11K	Buy