Geneos Wealth Management’s Dropbox DBX 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 | $36.4K | Sell |
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|
2025
Q1 | $45.5K | Buy |
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|
2024
Q4 | $9.16K | Buy |
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|
2024
Q3 | $5.85K | Sell |
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|
2024
Q2 | $16.9K | Hold |
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|
2024
Q1 | $18.2K | Buy |
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|
2023
Q4 | $5.9K | Hold |
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|
2023
Q3 | $5.45K | Hold |
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|
2023
Q2 | $5.33K | Hold |
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|
2023
Q1 | $4.32K | Hold |
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|
2022
Q4 | $4.48K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $48K | Hold |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $93K | Sell |
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|
2021
Q2 | $102K | Buy |
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|
2021
Q1 | $81K | Sell |
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|
2020
Q4 | $96K | Buy |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $8K | Buy |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $5K | Hold |
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|
2019
Q3 | $5K | Sell |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $25K | Sell |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $7K | Buy |
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