Geneos Wealth Management’s Dell DELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.32M | Sell |
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|
2025
Q2 | $1.55M | Sell |
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|
2025
Q1 | $2.32M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $2.98M | Buy |
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|
2024
Q2 | $3.24M | Buy |
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|
2024
Q1 | $18.7K | Buy |
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|
2023
Q4 | $12.3K | Buy |
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|
2023
Q3 | $10.6K | Buy |
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|
2023
Q2 | $5.2K | Hold |
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|
2023
Q1 | $3.86K | Hold |
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|
2022
Q4 | $3.86K | Buy |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $29K | Buy |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $198K | Sell |
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|
2021
Q1 | $243K | Buy |
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|
2020
Q4 | $208K | Buy |
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|
2020
Q3 | $132K | Buy |
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|
2020
Q2 | $95K | Sell |
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|
2020
Q1 | $75K | Sell |
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|
2019
Q4 | $113K | Buy |
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|
2019
Q3 | $65K | Sell |
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|
2019
Q2 | $67K | Sell |
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|
2019
Q1 | $78K | Buy |
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|
2018
Q4 | $21K | Buy |
|