GWM
Geneos Wealth Management’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712 | Buy |
+7
| New | +$712 | ﹤0.01% | 3061 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$1K | – | 2637 |
|
|
2022
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2631 |
|
|
2021
Q2 | – | Sell |
-1,875
| Closed | -$120K | – | 2909 |
|
|
2021
Q1 | $120K | Buy |
+1,875
| New | +$120K | ﹤0.01% | 1213 |
|
|
2020
Q4 | – | Sell |
-442
| Closed | -$23K | – | 2917 |
|
|
2020
Q3 | $23K | Buy |
442
+11
| +3% | +$572 | ﹤0.01% | 1592 |
|
|
2020
Q2 | $21K | Hold |
431
| – | – | ﹤0.01% | 1592 |
|
|
2020
Q1 | $13K | Hold |
431
| – | – | ﹤0.01% | 1681 |
|
|
2019
Q4 | $18K | Hold |
431
| – | – | ﹤0.01% | 1725 |
|
|
2019
Q3 | $17K | Hold |
431
| – | – | ﹤0.01% | 1677 |
|
|
2019
Q2 | $15K | Hold |
431
| – | – | ﹤0.01% | 1757 |
|
|
2019
Q1 | $15K | Hold |
431
| – | – | ﹤0.01% | 1687 |
|
|
2018
Q4 | $11K | Hold |
431
| – | – | ﹤0.01% | 1746 |
|
|
2018
Q3 | $14K | Hold |
431
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q2 | $14K | Hold |
431
| – | – | ﹤0.01% | 1582 |
|
|
2018
Q1 | $12K | Hold |
431
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q4 | $12K | Hold |
431
| – | – | ﹤0.01% | 1558 |
|
|
2017
Q3 | $11K | Hold |
431
| – | – | ﹤0.01% | 1538 |
|
|
2017
Q2 | $10K | Buy |
+431
| New | +$10K | ﹤0.01% | 1525 |
|