Geneos Wealth Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Sell |
14,597
-7,751
| -35% | -$205K | 0.01% | 784 |
|
|
2025
Q1 | $875K | Buy |
22,348
+14,217
| +175% | +$557K | 0.01% | 706 |
|
|
2024
Q4 | $326K | Sell |
8,131
-941
| -10% | -$37.8K | 0.01% | 686 |
|
|
2024
Q3 | $496K | Sell |
9,072
-831
| -8% | -$45.4K | 0.02% | 567 |
|
|
2024
Q2 | $525K | Buy |
9,903
+54
| +0.5% | +$2.87K | 0.02% | 485 |
|
|
2024
Q1 | $571K | Sell |
9,849
-129
| -1% | -$7.47K | 0.03% | 468 |
|
|
2023
Q4 | $547K | Sell |
9,978
-4,968
| -33% | -$272K | 0.03% | 466 |
|
|
2023
Q3 | $771K | Buy |
14,946
+791
| +6% | +$40.8K | 0.04% | 366 |
|
|
2023
Q2 | $754K | Sell |
14,155
-5,561
| -28% | -$296K | 0.04% | 372 |
|
|
2023
Q1 | $1.08M | Buy |
19,716
+1,454
| +8% | +$79.7K | 0.07% | 274 |
|
|
2022
Q4 | $920K | Sell |
18,262
-1,153
| -6% | -$58.1K | 0.06% | 289 |
|
|
2022
Q3 | $852K | Sell |
19,415
-18,615
| -49% | -$817K | 0.06% | 279 |
|
|
2022
Q2 | $1.97M | Sell |
38,030
-1,883
| -5% | -$97.3K | 0.1% | 215 |
|
|
2022
Q1 | $2.54M | Buy |
39,913
+513
| +1% | +$32.7K | 0.11% | 197 |
|
|
2021
Q4 | $2.23M | Buy |
39,400
+6,333
| +19% | +$359K | 0.09% | 240 |
|
|
2021
Q3 | $1.94M | Buy |
33,067
+1,470
| +5% | +$86.2K | 0.07% | 252 |
|
|
2021
Q2 | $2.01M | Sell |
31,597
-4,232
| -12% | -$269K | 0.08% | 240 |
|
|
2021
Q1 | $2.24M | Buy |
35,829
+10,936
| +44% | +$683K | 0.06% | 273 |
|
|
2020
Q4 | $987K | Buy |
24,893
+2,325
| +10% | +$92.2K | 0.04% | 352 |
|
|
2020
Q3 | $1.04M | Sell |
22,568
-56
| -0.2% | -$2.58K | 0.05% | 282 |
|
|
2020
Q2 | $900K | Buy |
22,624
+2,143
| +10% | +$85.3K | 0.05% | 297 |
|
|
2020
Q1 | $584K | Buy |
20,481
+5,365
| +35% | +$153K | 0.04% | 349 |
|
|
2019
Q4 | $828K | Sell |
15,116
-707
| -4% | -$38.7K | 0.04% | 335 |
|
|
2019
Q3 | $744K | Buy |
15,823
+1,553
| +11% | +$73K | 0.04% | 327 |
|
|
2019
Q2 | $703K | Buy |
+14,270
| New | +$703K | 0.04% | 337 |
|