Geneos Wealth Management’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3K | Sell |
1,376
-82
| -6% | -$2.4K | ﹤0.01% | 1692 |
|
|
2025
Q1 | $34.7K | Buy |
1,458
+990
| +212% | +$23.6K | ﹤0.01% | 2096 |
|
|
2024
Q4 | $7.98K | Hold |
468
| – | – | ﹤0.01% | 2143 |
|
|
2024
Q3 | $8.1K | Buy |
+468
| New | +$8.1K | ﹤0.01% | 1912 |
|
|
2022
Q3 | – | Sell |
-1,103
| Closed | -$9K | – | 2140 |
|
|
2022
Q2 | $9K | Sell |
1,103
-100
| -8% | -$816 | ﹤0.01% | 1977 |
|
|
2022
Q1 | $15K | Buy |
1,203
+3
| +0.3% | +$37 | ﹤0.01% | 1911 |
|
|
2021
Q4 | $15K | Buy |
+1,200
| New | +$15K | ﹤0.01% | 2015 |
|
|
2018
Q3 | – | Sell |
-125
| Closed | -$1K | – | 2412 |
|
|
2018
Q2 | $1K | Sell |
125
-300
| -71% | -$2.4K | ﹤0.01% | 2174 |
|
|
2018
Q1 | $5K | Sell |
425
-200
| -32% | -$2.35K | ﹤0.01% | 1841 |
|
|
2017
Q4 | $11K | Hold |
625
| – | – | ﹤0.01% | 1594 |
|
|
2017
Q3 | $10K | Hold |
625
| – | – | ﹤0.01% | 1563 |
|
|
2017
Q2 | $11K | Hold |
625
| – | – | ﹤0.01% | 1492 |
|
|
2017
Q1 | $10K | Sell |
625
-75
| -11% | -$1.2K | ﹤0.01% | 1473 |
|
|
2016
Q4 | $11K | Sell |
700
-14,644
| -95% | -$230K | ﹤0.01% | 1401 |
|
|
2016
Q3 | $185K | Buy |
15,344
+979
| +7% | +$11.8K | 0.02% | 460 |
|
|
2016
Q2 | $178K | Sell |
14,365
-1,850
| -11% | -$22.9K | 0.03% | 468 |
|
|
2016
Q1 | $247K | Buy |
+16,215
| New | +$247K | 0.04% | 385 |
|