GWM
Geneos Wealth Management’s Deluxe DLX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796 | Sell |
50
-50
| -50% | -$796 | ﹤0.01% | 3043 |
|
|
2025
Q1 | $1.58K | Buy |
100
+50
| +100% | +$791 | ﹤0.01% | 3007 |
|
|
2024
Q4 | $1.13K | Sell |
50
-147
| -75% | -$3.32K | ﹤0.01% | 2741 |
|
|
2024
Q3 | $3.84K | Hold |
197
| – | – | ﹤0.01% | 2143 |
|
|
2024
Q2 | $4.43K | Buy |
197
+50
| +34% | +$1.12K | ﹤0.01% | 1748 |
|
|
2024
Q1 | $3.03K | Hold |
147
| – | – | ﹤0.01% | 1807 |
|
|
2023
Q4 | $3.15K | Hold |
147
| – | – | ﹤0.01% | 1830 |
|
|
2023
Q3 | $2.78K | Hold |
147
| – | – | ﹤0.01% | 1876 |
|
|
2023
Q2 | $2.57K | Hold |
147
| – | – | ﹤0.01% | 1889 |
|
|
2023
Q1 | $2.35K | Hold |
147
| – | – | ﹤0.01% | 1877 |
|
|
2022
Q4 | $2.5K | Hold |
147
| – | – | ﹤0.01% | 1848 |
|
|
2022
Q3 | $2K | Sell |
147
-50
| -25% | -$680 | ﹤0.01% | 1828 |
|
|
2022
Q2 | $4K | Hold |
197
| – | – | ﹤0.01% | 2246 |
|
|
2022
Q1 | $5K | Hold |
197
| – | – | ﹤0.01% | 2321 |
|
|
2021
Q4 | $6K | Hold |
197
| – | – | ﹤0.01% | 2340 |
|
|
2021
Q3 | $7K | Hold |
197
| – | – | ﹤0.01% | 2336 |
|
|
2021
Q2 | $9K | Hold |
197
| – | – | ﹤0.01% | 2225 |
|
|
2021
Q1 | $8K | Buy |
197
+147
| +294% | +$5.97K | ﹤0.01% | 2464 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2685 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2507 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2446 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2357 |
|
|
2019
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 2361 |
|
|
2019
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2292 |
|
|
2019
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 2303 |
|
|
2019
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 2228 |
|
|
2018
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2287 |
|
|
2018
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 2247 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1942 |
|
|
2017
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1929 |
|
|
2017
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 1878 |
|
|
2017
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 1838 |
|
|
2017
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1796 |
|
|
2016
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 1749 |
|
|
2016
Q3 | $3K | Sell |
50
-200
| -80% | -$12K | ﹤0.01% | 1684 |
|
|
2016
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 1177 |
|
|
2016
Q1 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 1165 |
|