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Geneos Wealth Management’s DZS Inc. Common Stock DZSI Stock Holding History

Geneos Wealth Management’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,100
Closed -$693 – 2992
2024
Q3 		$693 Hold
1,100
– – ﹤0.01% 2510
2024
Q2 		$1.29K Hold
1,100
– – ﹤0.01% 1952
2024
Q1 		$1.45K Hold
1,100
– – ﹤0.01% 1952
2023
Q4 		$2.17K Hold
1,100
– – ﹤0.01% 1905
2023
Q3 		$2.31K Hold
1,100
– – ﹤0.01% 1917
2023
Q2 		$4.37K Buy
1,100
+135
+14% +$792 ﹤0.01% 1772
2023
Q1 		$7.61K Buy
+965
New +$10.7K ﹤0.01% 1620

Other funds holding DZSI

BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Geneos Wealth Management's DZSI Position: Q4 2024 in Review

Geneos Wealth Management sold out of DZS Inc. Common Stock (DZSI) in Q4 2024, closing a stake of 1,100 shares — an estimated $693 sold.

Geneos Wealth Management first reported a position in DZSI in Q1 2023 and held it in 7 quarters. The position peaked at $7.61K in Q1 2023. 3 funds tracked by Wall St. Rank hold DZSI as of Q4 2024.

  • Geneos Wealth Management reported no remaining DZS Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 1,100 DZS Inc. Common Stock shares in Q4 2024, an estimated $693.
  • Geneos Wealth Management first reported a position in DZS Inc. Common Stock in Q1 2023 and held it in 7 quarters.
  • Geneos Wealth Management's DZS Inc. Common Stock position peaked at $7.61K in Q1 2023.
  • 3 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q4 2024.

Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.