Geneos Wealth Management’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $40.3K | Sell |
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|
2025
Q1 | $34.7K | Buy |
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|
2024
Q4 | $7.98K | Hold |
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|
2024
Q3 | $8.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $15K | Buy |
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|
2021
Q4 | $15K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $11K | Hold |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $11K | Sell |
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|
2016
Q3 | $185K | Buy |
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|
2016
Q2 | $178K | Sell |
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|
2016
Q1 | $247K | Buy |
|