Geneos Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Sell |
39,921
-26,249
| -40% | -$4.81M | 0.18% | 140 |
|
|
2025
Q1 | $11.6M | Buy |
66,170
+44,931
| +212% | +$7.9M | 0.17% | 149 |
|
|
2024
Q4 | $3.98M | Buy |
21,239
+637
| +3% | +$120K | 0.14% | 169 |
|
|
2024
Q3 | $3.95M | Buy |
20,602
+1,084
| +6% | +$208K | 0.15% | 164 |
|
|
2024
Q2 | $3.52M | Buy |
19,518
+570
| +3% | +$103K | 0.16% | 145 |
|
|
2024
Q1 | $3.36M | Buy |
18,948
+783
| +4% | +$139K | 0.15% | 168 |
|
|
2023
Q4 | $2.79M | Sell |
18,165
-289
| -2% | -$44.5K | 0.14% | 177 |
|
|
2023
Q3 | $2.57M | Buy |
18,454
+263
| +1% | +$36.7K | 0.13% | 177 |
|
|
2023
Q2 | $2.69M | Buy |
18,191
+785
| +5% | +$116K | 0.14% | 174 |
|
|
2023
Q1 | $2.64M | Sell |
17,406
-3,582
| -17% | -$544K | 0.16% | 163 |
|
|
2022
Q4 | $2.84M | Buy |
20,988
+943
| +5% | +$128K | 0.17% | 139 |
|
|
2022
Q3 | $2.34M | Buy |
20,045
+632
| +3% | +$73.7K | 0.16% | 138 |
|
|
2022
Q2 | $2.38M | Buy |
19,413
+1,173
| +6% | +$144K | 0.12% | 187 |
|
|
2022
Q1 | $2.86M | Buy |
18,240
+2,268
| +14% | +$356K | 0.12% | 177 |
|
|
2021
Q4 | $2.9M | Buy |
15,972
+338
| +2% | +$61.4K | 0.11% | 194 |
|
|
2021
Q3 | $2.45M | Buy |
15,634
+994
| +7% | +$156K | 0.09% | 215 |
|
|
2021
Q2 | $2.22M | Sell |
14,640
-58
| -0.4% | -$8.8K | 0.09% | 224 |
|
|
2021
Q1 | $2.19M | Sell |
14,698
-1,530
| -9% | -$228K | 0.06% | 279 |
|
|
2020
Q4 | $2.05M | Buy |
16,228
+1,338
| +9% | +$169K | 0.08% | 232 |
|
|
2020
Q3 | $1.62M | Buy |
14,890
+1,681
| +13% | +$183K | 0.08% | 226 |
|
|
2020
Q2 | $1.22M | Buy |
13,209
+3,469
| +36% | +$321K | 0.07% | 257 |
|
|
2020
Q1 | $801K | Sell |
9,740
-1,546
| -14% | -$127K | 0.05% | 287 |
|
|
2019
Q4 | $1.3M | Buy |
11,286
+1,195
| +12% | +$138K | 0.07% | 262 |
|
|
2019
Q3 | $1.01M | Buy |
10,091
+1,917
| +23% | +$192K | 0.06% | 267 |
|
|
2019
Q2 | $824K | Buy |
8,174
+2,385
| +41% | +$240K | 0.05% | 311 |
|
|
2019
Q1 | $543K | Buy |
5,789
+2,718
| +89% | +$255K | 0.04% | 376 |
|
|
2018
Q4 | $221K | Buy |
3,071
+1,923
| +168% | +$138K | 0.02% | 571 |
|
|
2018
Q3 | $105K | Buy |
1,148
+394
| +52% | +$36K | 0.01% | 864 |
|
|
2018
Q2 | $55K | Sell |
754
-179
| -19% | -$13.1K | ﹤0.01% | 996 |
|
|
2018
Q1 | $74K | Buy |
933
+66
| +8% | +$5.24K | 0.01% | 851 |
|
|
2017
Q4 | $70K | Buy |
867
+634
| +272% | +$51.2K | 0.01% | 875 |
|
|
2017
Q3 | $17K | Hold |
233
| – | – | ﹤0.01% | 1381 |
|
|
2017
Q2 | $15K | Hold |
233
| – | – | ﹤0.01% | 1376 |
|
|
2017
Q1 | $15K | Hold |
233
| – | – | ﹤0.01% | 1342 |
|
|
2016
Q4 | $14K | Sell |
233
-206
| -47% | -$12.4K | ﹤0.01% | 1321 |
|
|
2016
Q3 | $26K | Sell |
439
-7,851
| -95% | -$465K | ﹤0.01% | 1031 |
|
|
2016
Q2 | $463K | Hold |
8,290
| – | – | 0.07% | 257 |
|
|
2016
Q1 | $429K | Buy |
+8,290
| New | +$429K | 0.07% | 259 |
|