Geneos Wealth Management’s ENVESTNET, INC. ENV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-19	Closed	-$1.1K	–	2202
2024 Q1	$1.1K	Buy	+19	New	+$1.1K	﹤0.01%	1998
2022 Q3	–	Sell	-300	Closed	-$15K	–	2742
2022 Q2	$15K	Hold	300	–	–	﹤0.01%	1827
2022 Q1	$22K	Hold	300	–	–	﹤0.01%	1771
2021 Q4	$23K	Hold	300	–	–	﹤0.01%	1834
2021 Q3	$24K	Hold	300	–	–	﹤0.01%	1833
2021 Q2	$22K	Hold	300	–	–	﹤0.01%	1884
2021 Q1	$22K	Hold	300	–	–	﹤0.01%	2047
2020 Q4	$22K	Hold	300	–	–	﹤0.01%	1862
2020 Q3	$23K	Hold	300	–	–	﹤0.01%	1604
2020 Q2	$20K	Hold	300	–	–	﹤0.01%	1632
2020 Q1	$17K	Hold	300	–	–	﹤0.01%	1596
2019 Q4	$21K	Hold	300	–	–	﹤0.01%	1682
2019 Q3	$17K	Hold	300	–	–	﹤0.01%	1697
2019 Q2	$20K	Hold	300	–	–	﹤0.01%	1646
2019 Q1	$19K	Hold	300	–	–	﹤0.01%	1612
2018 Q4	$14K	Hold	300	–	–	﹤0.01%	1679
2018 Q3	$18K	Hold	300	–	–	﹤0.01%	1640
2018 Q2	$16K	Hold	300	–	–	﹤0.01%	1556
2018 Q1	$17K	Hold	300	–	–	﹤0.01%	1469
2017 Q4	$14K	Hold	300	–	–	﹤0.01%	1533
2017 Q3	$15K	Hold	300	–	–	﹤0.01%	1443
2017 Q2	$11K	Hold	300	–	–	﹤0.01%	1521
2017 Q1	$9K	Hold	300	–	–	﹤0.01%	1541
2016 Q4	$10K	Hold	300	–	–	﹤0.01%	1449
2016 Q3	$10K	Hold	300	–	–	﹤0.01%	1384
2016 Q2	$10K	Buy	+300	New	+$10K	﹤0.01%	1348