GWM
DZSI

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 $2.74B AUM 20.71% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $942M AUM 24.44% 1-Year Est. Return