Geneos Wealth Management’s DigitalOcean DOCN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$50.2K Sell
1,756
-1,718
-49% -$49.1K ﹤0.01% 1569
2025
Q1
$116K Buy
3,474
+1,143
+49% +$38.2K ﹤0.01% 1489
2024
Q4
$79.4K Sell
2,331
-15
-0.6% -$511 ﹤0.01% 1145
2024
Q3
$94.8K Sell
2,346
-100
-4% -$4.04K ﹤0.01% 982
2024
Q2
$85K Buy
2,446
+223
+10% +$7.75K ﹤0.01% 915
2024
Q1
$84.9K Buy
2,223
+100
+5% +$3.82K ﹤0.01% 895
2023
Q4
$77.9K Buy
2,123
+1,100
+108% +$40.4K ﹤0.01% 916
2023
Q3
$24.6K Hold
1,023
﹤0.01% 1300
2023
Q2
$41.1K Buy
1,023
+800
+359% +$32.1K ﹤0.01% 1138
2023
Q1
$8.74K Sell
223
-800
-78% -$31.3K ﹤0.01% 1587
2022
Q4
$26.1K Hold
1,023
﹤0.01% 1251
2022
Q3
$37K Sell
1,023
-347
-25% -$12.6K ﹤0.01% 1123
2022
Q2
$56K Buy
1,370
+112
+9% +$4.58K ﹤0.01% 1233
2022
Q1
$72K Buy
1,258
+902
+253% +$51.6K ﹤0.01% 1215
2021
Q4
$28K Buy
356
+150
+73% +$11.8K ﹤0.01% 1714
2021
Q3
$16K Buy
+206
New +$16K ﹤0.01% 2025