Geneos Wealth Management’s Encompass Health EHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-784
| Closed | -$96.1K | – | 2695 |
|
|
2025
Q2 | $96.1K | Sell |
784
-1,275
| -62% | -$146K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $209K | Buy |
2,059
+1,739
| +543% | +$170K | ﹤0.01% | 1213 |
|
|
2024
Q4 | $29.6K | Buy |
320
+12
| +4% | +$1.18K | ﹤0.01% | 1546 |
|
|
2024
Q3 | $29.8K | Buy |
+308
| New | +$27.7K | ﹤0.01% | 1395 |
|
|
2023
Q1 | – | Sell |
-30
| Closed | -$1.79K | – | 2055 |
|
|
2022
Q4 | $1.79K | Hold |
30
| – | – | ﹤0.01% | 1898 |
|
|
2022
Q3 | $1K | Sell |
30
-288
| -91% | -$14.4K | ﹤0.01% | 1917 |
|
|
2022
Q2 | $11K | Buy |
318
+1
| +0.3% | +$51 | ﹤0.01% | 1898 |
|
|
2022
Q1 | $17K | Hold |
317
| – | – | ﹤0.01% | 1874 |
|
|
2021
Q4 | $16K | Hold |
317
| – | – | ﹤0.01% | 1989 |
|
|
2021
Q3 | $18K | Hold |
317
| – | – | ﹤0.01% | 1965 |
|
|
2021
Q2 | $20K | Sell |
317
-433
| -58% | -$28.9K | ﹤0.01% | 1916 |
|
|
2021
Q1 | $50K | Buy |
750
+1
| +0.1% | +$65 | ﹤0.01% | 1632 |
|
|
2020
Q4 | $20K | Buy |
749
+307
| +69% | +$18.1K | ﹤0.01% | 1902 |
|
|
2020
Q3 | $22K | Sell |
442
-76
| -15% | -$3.9K | ﹤0.01% | 1607 |
|
|
2020
Q2 | $24K | Hold |
518
| – | – | ﹤0.01% | 1539 |
|
|
2020
Q1 | $25K | Hold |
518
| – | – | ﹤0.01% | 1412 |
|
|
2019
Q4 | $28K | Sell |
518
-114
| -18% | -$6.19K | ﹤0.01% | 1534 |
|
|
2019
Q3 | $31K | Buy |
632
+9
| +1% | +$452 | ﹤0.01% | 1405 |
|
|
2019
Q2 | $31K | Hold |
623
| – | – | ﹤0.01% | 1418 |
|
|
2019
Q1 | $28K | Hold |
623
| – | – | ﹤0.01% | 1409 |
|
|
2018
Q4 | $30K | Buy |
623
+105
| +20% | +$5.97K | ﹤0.01% | 1330 |
|
|
2018
Q3 | $32K | Hold |
518
| – | – | ﹤0.01% | 1368 |
|
|
2018
Q2 | $27K | Hold |
518
| – | – | ﹤0.01% | 1325 |
|
|
2018
Q1 | $23K | Buy |
+518
| New | +$22.2K | ﹤0.01% | 1327 |
|
Other funds holding EHC
