Geneos Wealth Management’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.75M | Sell |
4,710
-3,741
| -44% | -$2.98M | 0.09% | 267 |
|
2025
Q1 | $6.89M | Buy |
8,451
+6,070
| +255% | +$4.95M | 0.1% | 251 |
|
2024
Q4 | $2.25M | Buy |
2,381
+456
| +24% | +$430K | 0.08% | 276 |
|
2024
Q3 | $1.71M | Buy |
1,925
+136
| +8% | +$121K | 0.07% | 308 |
|
2024
Q2 | $1.35M | Buy |
1,789
+628
| +54% | +$475K | 0.06% | 313 |
|
2024
Q1 | $958K | Buy |
1,161
+435
| +60% | +$359K | 0.04% | 360 |
|
2023
Q4 | $585K | Buy |
726
+466
| +179% | +$375K | 0.03% | 440 |
|
2023
Q3 | $189K | Buy |
260
+255
| +5,100% | +$185K | 0.01% | 696 |
|
2023
Q2 | $3.69K | Buy |
5
+3
| +150% | +$2.21K | ﹤0.01% | 1816 |
|
2023
Q1 | $1.44K | Sell |
2
-5
| -71% | -$3.61K | ﹤0.01% | 1955 |
|
2022
Q4 | $4.39K | Hold |
7
| – | – | ﹤0.01% | 1737 |
|
2022
Q3 | $3K | Buy |
7
+5
| +250% | +$2.14K | ﹤0.01% | 1775 |
|
2022
Q2 | $1K | Sell |
2
-10
| -83% | -$5K | ﹤0.01% | 2479 |
|
2022
Q1 | $8K | Sell |
12
-10
| -45% | -$6.67K | ﹤0.01% | 2167 |
|
2021
Q4 | $18K | Buy |
22
+2
| +10% | +$1.64K | ﹤0.01% | 1929 |
|
2021
Q3 | $15K | Hold |
20
| – | – | ﹤0.01% | 2056 |
|
2021
Q2 | $16K | Hold |
20
| – | – | ﹤0.01% | 2012 |
|
2021
Q1 | $14K | Sell |
20
-7
| -26% | -$4.9K | ﹤0.01% | 2231 |
|
2020
Q4 | $18K | Sell |
27
-36
| -57% | -$24K | ﹤0.01% | 1962 |
|
2020
Q3 | $47K | Buy |
63
+3
| +5% | +$2.24K | ﹤0.01% | 1280 |
|
2020
Q2 | $41K | Hold |
60
| – | – | ﹤0.01% | 1293 |
|
2020
Q1 | $35K | Hold |
60
| – | – | ﹤0.01% | 1254 |
|
2019
Q4 | $34K | Hold |
60
| – | – | ﹤0.01% | 1448 |
|
2019
Q3 | $34K | Hold |
60
| – | – | ﹤0.01% | 1358 |
|
2019
Q2 | $30K | Sell |
60
-2
| -3% | -$1K | ﹤0.01% | 1432 |
|
2019
Q1 | $28K | Buy |
62
+2
| +3% | +$903 | ﹤0.01% | 1410 |
|
2018
Q4 | $21K | Buy |
60
+51
| +567% | +$17.9K | ﹤0.01% | 1486 |
|
2018
Q3 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 2176 |
|
2018
Q1 | – | Sell |
-4
| Closed | -$1K | – | 2187 |
|
2017
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 2090 |
|
2017
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 2036 |
|
2017
Q2 | $1K | Sell |
4
-10
| -71% | -$2.5K | ﹤0.01% | 1989 |
|
2017
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 1677 |
|
2016
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 1619 |
|
2016
Q3 | $5K | Buy |
+14
| New | +$5K | ﹤0.01% | 1559 |
|