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