Geneos Wealth Management’s Caesars Entertainment CZR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-296	Closed	-$8.4K	–	2659
2025 Q2	$8.4K	Buy	296 +6	+2%	+$163	﹤0.01%	2389
2025 Q1	$15.2K	Buy	290 +235	+427%	+$7.64K	﹤0.01%	2438
2024 Q4	$1.84K	Hold	55	–	–	﹤0.01%	2626
2024 Q3	$2.3K	Buy	+55	New	+$2.06K	﹤0.01%	2268
2024 Q1	–	Sell	-6,977	Closed	-$327K	–	2149
2023 Q4	$327K	Buy	6,977 +4,643	+199%	+$206K	0.02%	558
2023 Q3	$108K	Buy	+2,334	New	+$124K	0.01%	850
2022 Q3	–	Sell	-92	Closed	-$3K	–	2139
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	2299
2022 Q1	$7K	Sell	92 -2,377	-96%	-$191K	﹤0.01%	2209
2021 Q4	$230K	Hold	2,469	–	–	0.01%	804
2021 Q3	$295K	Sell	2,469 -63	-2%	-$6.15K	0.01%	720
2021 Q2	$259K	Buy	2,532 +92	+4%	+$9.28K	0.01%	740
2021 Q1	$238K	Sell	2,440 -62	-2%	-$5.2K	0.01%	897
2020 Q4	$219K	Buy	2,502 +124	+5%	+$7.78K	0.01%	798
2020 Q3	$135K	Buy	+2,378	New	+$104K	0.01%	820