Geneos Wealth Management’s Equifax EFX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20.5K | Sell |
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|
2025
Q2 | $104K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $61.4K | Buy |
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|
2024
Q3 | $69.9K | Buy |
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|
2024
Q2 | $47K | Buy |
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|
2024
Q1 | $21.4K | Sell |
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|
2023
Q4 | $47.8K | Hold |
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|
2023
Q3 | $35.4K | Buy |
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|
2023
Q2 | $26.6K | Hold |
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|
2023
Q1 | $22.9K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $172K | Hold |
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|
2020
Q2 | $184K | Hold |
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|
2020
Q1 | $131K | Hold |
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|
2019
Q4 | $154K | Sell |
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|
2019
Q3 | $190K | Hold |
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|
2019
Q2 | $182K | Sell |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $143K | Sell |
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|
2018
Q3 | $214K | Hold |
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|
2018
Q2 | $205K | Sell |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $203K | Buy |
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|
2017
Q3 | $161K | Buy |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $197K | Hold |
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|
2016
Q4 | $170K | Hold |
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|
2016
Q3 | $194K | Hold |
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|
2016
Q2 | $185K | Hold |
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|
2016
Q1 | $168K | Buy |
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