Geneos Wealth Management’s DocuSign DOCU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $172K | Sell |
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|
2025
Q2 | $188K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $168K | Sell |
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|
2024
Q3 | $215K | Hold |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $205K | Hold |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $152K | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $345K | Buy |
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|
2021
Q3 | $515K | Sell |
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|
2021
Q2 | $587K | Sell |
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|
2021
Q1 | $517K | Sell |
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|
2020
Q4 | $506K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q4 | $62K | Hold |
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|
2019
Q3 | $51K | Sell |
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|
2019
Q2 | $79K | Buy |
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|
2019
Q1 | $60K | Buy |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $16K | Buy |
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|
2018
Q2 | $9K | Buy |
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