Geneos Wealth Management’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-125
| Closed | -$17.8K | – | 2681 |
|
|
2025
Q2 | $17.8K | Sell |
125
-13
| -9% | -$1.84K | ﹤0.01% | 2083 |
|
|
2025
Q1 | $47.1K | Buy |
138
+106
| +331% | +$16.7K | ﹤0.01% | 1955 |
|
|
2024
Q4 | $4.79K | Buy |
+32
| New | +$5.02K | ﹤0.01% | 2346 |
|
|
2022
Q1 | – | Sell |
-621
| Closed | -$70K | – | 2805 |
|
|
2021
Q4 | $70K | Hold |
621
| – | – | ﹤0.01% | 1323 |
|
|
2021
Q3 | $72K | Hold |
621
| – | – | ﹤0.01% | 1309 |
|
|
2021
Q2 | $76K | Sell |
621
-350
| -36% | -$41.4K | ﹤0.01% | 1280 |
|
|
2021
Q1 | $113K | Buy |
971
+27
| +3% | +$3K | ﹤0.01% | 1248 |
|
|
2020
Q4 | $67K | Sell |
944
-92
| -9% | -$9.37K | ﹤0.01% | 1314 |
|
|
2020
Q3 | $86K | Hold |
1,036
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q2 | $78K | Buy |
1,036
+165
| +19% | +$12.9K | ﹤0.01% | 1024 |
|
|
2020
Q1 | $63K | Sell |
871
-738
| -46% | -$58K | ﹤0.01% | 1026 |
|
|
2019
Q4 | $120K | Buy |
1,609
+738
| +85% | +$48.9K | 0.01% | 879 |
|
|
2019
Q3 | $49K | Sell |
871
-1,484
| -63% | -$86.2K | ﹤0.01% | 1192 |
|
|
2019
Q2 | $132K | Sell |
2,355
-26
| -1% | -$1.35K | 0.01% | 809 |
|
|
2019
Q1 | $129K | Sell |
2,381
-126
| -5% | -$6.97K | 0.01% | 774 |
|
|
2018
Q4 | $126K | Sell |
2,507
-871
| -26% | -$55.8K | 0.01% | 755 |
|
|
2018
Q3 | $241K | Buy |
3,378
+928
| +38% | +$65.6K | 0.02% | 576 |
|
|
2018
Q2 | $170K | Sell |
2,450
-5
| -0.2% | -$334 | 0.01% | 605 |
|
|
2018
Q1 | $161K | Hold |
2,455
| – | – | 0.01% | 596 |
|
|
2017
Q4 | $177K | Sell |
2,455
-495
| -17% | -$30.5K | 0.02% | 574 |
|
|
2017
Q3 | $175K | Hold |
2,950
| – | – | 0.02% | 549 |
|
|
2017
Q2 | $191K | Hold |
2,950
| – | – | 0.02% | 509 |
|
|
2017
Q1 | $200K | Sell |
2,950
-21
| -0.7% | -$1.39K | 0.02% | 480 |
|
|
2016
Q4 | $190K | Hold |
2,971
| – | – | 0.03% | 466 |
|
|
2016
Q3 | $196K | Buy |
2,971
+616
| +26% | +$43.4K | 0.03% | 450 |
|
|
2016
Q2 | $182K | Hold |
2,355
| – | – | 0.03% | 462 |
|
|
2016
Q1 | $174K | Buy |
+2,355
| New | +$159K | 0.03% | 462 |
|
Other funds holding DVA
GCM
