Geneos Wealth Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Sell |
38
-110
| -74% | -$29.7K | ﹤0.01% | 2319 |
|
|
2025
Q1 | $29.6K | Buy |
148
+117
| +377% | +$23.4K | ﹤0.01% | 2158 |
|
|
2024
Q4 | $8.59K | Hold |
31
| – | – | ﹤0.01% | 2109 |
|
|
2024
Q3 | $7.85K | Buy |
+31
| New | +$7.85K | ﹤0.01% | 1922 |
|
|
2022
Q4 | – | Sell |
-60
| Closed | -$4K | – | 2040 |
|
|
2022
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 1731 |
|
|
2021
Q2 | – | Sell |
-29
| Closed | -$4K | – | 2928 |
|
|
2021
Q1 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 2711 |
|