Geneos Wealth Management’s CyberArk CYBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.02M | Sell |
19,718
-16,419
| -45% | -$6.68M | 0.2% | 131 |
|
|
2025
Q1 | $12.2M | Buy |
36,137
+24,561
| +212% | +$8.3M | 0.18% | 142 |
|
|
2024
Q4 | $3.86M | Buy |
11,576
+1,024
| +10% | +$341K | 0.14% | 174 |
|
|
2024
Q3 | $3.08M | Buy |
10,552
+964
| +10% | +$281K | 0.12% | 206 |
|
|
2024
Q2 | $2.62M | Buy |
9,588
+2,243
| +31% | +$613K | 0.12% | 206 |
|
|
2024
Q1 | $1.95M | Buy |
7,345
+2,885
| +65% | +$766K | 0.09% | 258 |
|
|
2023
Q4 | $977K | Buy |
4,460
+2,767
| +163% | +$606K | 0.05% | 328 |
|
|
2023
Q3 | $277K | Buy |
1,693
+1,593
| +1,593% | +$261K | 0.01% | 595 |
|
|
2023
Q2 | $15.6K | Hold |
100
| – | – | ﹤0.01% | 1449 |
|
|
2023
Q1 | $14.8K | Buy |
+100
| New | +$14.8K | ﹤0.01% | 1435 |
|
|
2019
Q3 | – | Sell |
-550
| Closed | -$70K | – | 2495 |
|
|
2019
Q2 | $70K | Buy |
550
+250
| +83% | +$31.8K | ﹤0.01% | 1036 |
|
|
2019
Q1 | $35K | Buy |
+300
| New | +$35K | ﹤0.01% | 1315 |
|
|
2017
Q3 | – | Sell |
-155
| Closed | -$7K | – | 2119 |
|
|
2017
Q2 | $7K | Hold |
155
| – | – | ﹤0.01% | 1629 |
|
|
2017
Q1 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 1590 |
|