Geneos Wealth Management’s Journey Medical DERM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$454K Sell
63,280
-63,280
-50% -$454K 0.01% 736
2025
Q1
$747K Buy
126,560
+63,280
+100% +$373K 0.01% 761
2024
Q4
$247K Hold
63,280
0.01% 773
2024
Q3
$358K Hold
63,280
0.01% 628
2024
Q2
$357K Buy
+63,280
New +$357K 0.02% 572