Geneos Wealth Management’s Evercore EVR Stock Holding History

Geneos Wealth Management’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$10.3K	Sell
2025 Q1	$29.6K	Buy
2024 Q4	$8.59K	Hold
2024 Q3	$7.85K	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Buy
2021 Q2	–	Sell
2021 Q1	$4K	Buy