Geneos Wealth Management’s Exact Sciences EXAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102K | Sell |
1,915
-1,409
| -42% | -$74.9K | ﹤0.01% | 1243 |
|
|
2025
Q1 | $144K | Buy |
3,324
+2,236
| +206% | +$96.8K | ﹤0.01% | 1380 |
|
|
2024
Q4 | $61.1K | Sell |
1,088
-105
| -9% | -$5.9K | ﹤0.01% | 1244 |
|
|
2024
Q3 | $81.3K | Buy |
1,193
+267
| +29% | +$18.2K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $39.1K | Sell |
926
-6
| -0.6% | -$254 | ﹤0.01% | 1151 |
|
|
2024
Q1 | $64.4K | Buy |
932
+6
| +0.6% | +$414 | ﹤0.01% | 980 |
|
|
2023
Q4 | $68.5K | Sell |
926
-25
| -3% | -$1.85K | ﹤0.01% | 961 |
|
|
2023
Q3 | $64.9K | Hold |
951
| – | – | ﹤0.01% | 1001 |
|
|
2023
Q2 | $89.3K | Sell |
951
-32
| -3% | -$3.01K | ﹤0.01% | 907 |
|
|
2023
Q1 | $66.7K | Hold |
983
| – | – | ﹤0.01% | 982 |
|
|
2022
Q4 | $48.7K | Sell |
983
-225
| -19% | -$11.1K | ﹤0.01% | 1070 |
|
|
2022
Q3 | $39K | Sell |
1,208
-7,517
| -86% | -$243K | ﹤0.01% | 1103 |
|
|
2022
Q2 | $358K | Buy |
8,725
+150
| +2% | +$6.16K | 0.02% | 587 |
|
|
2022
Q1 | $599K | Sell |
8,575
-296
| -3% | -$20.7K | 0.03% | 491 |
|
|
2021
Q4 | $690K | Sell |
8,871
-96
| -1% | -$7.47K | 0.03% | 490 |
|
|
2021
Q3 | $862K | Sell |
8,967
-225
| -2% | -$21.6K | 0.03% | 421 |
|
|
2021
Q2 | $1.13M | Sell |
9,192
-520
| -5% | -$63.8K | 0.04% | 332 |
|
|
2021
Q1 | $1.28M | Hold |
9,712
| – | – | 0.04% | 366 |
|
|
2020
Q4 | $1.16M | Buy |
9,712
+426
| +5% | +$51K | 0.05% | 311 |
|
|
2020
Q3 | $907K | Buy |
9,286
+13
| +0.1% | +$1.27K | 0.05% | 306 |
|
|
2020
Q2 | $750K | Buy |
9,273
+171
| +2% | +$13.8K | 0.04% | 329 |
|
|
2020
Q1 | $527K | Buy |
9,102
+170
| +2% | +$9.84K | 0.04% | 367 |
|
|
2019
Q4 | $840K | Hold |
8,932
| – | – | 0.04% | 330 |
|
|
2019
Q3 | $821K | Hold |
8,932
| – | – | 0.05% | 309 |
|
|
2019
Q2 | $1.05M | Buy |
8,932
+368
| +4% | +$43.4K | 0.07% | 267 |
|
|
2019
Q1 | $741K | Sell |
8,564
-200
| -2% | -$17.3K | 0.05% | 323 |
|
|
2018
Q4 | $536K | Buy |
8,764
+100
| +1% | +$6.12K | 0.04% | 354 |
|
|
2018
Q3 | $683K | Sell |
8,664
-200
| -2% | -$15.8K | 0.05% | 323 |
|
|
2018
Q2 | $529K | Hold |
8,864
| – | – | 0.04% | 321 |
|
|
2018
Q1 | $357K | Buy |
8,864
+793
| +10% | +$31.9K | 0.03% | 382 |
|
|
2017
Q4 | $424K | Sell |
8,071
-177
| -2% | -$9.3K | 0.04% | 347 |
|
|
2017
Q3 | $388K | Sell |
8,248
-20,719
| -72% | -$975K | 0.04% | 349 |
|
|
2017
Q2 | $1.02M | Buy |
28,967
+19,789
| +216% | +$700K | 0.11% | 185 |
|
|
2017
Q1 | $216K | Buy |
9,178
+781
| +9% | +$18.4K | 0.02% | 462 |
|
|
2016
Q4 | $112K | Buy |
8,397
+1,001
| +14% | +$13.4K | 0.01% | 585 |
|
|
2016
Q3 | $137K | Buy |
7,396
+96
| +1% | +$1.78K | 0.02% | 531 |
|
|
2016
Q2 | $89K | Buy |
7,300
+7,000
| +2,333% | +$85.3K | 0.01% | 625 |
|
|
2016
Q1 | $2K | Buy |
+300
| New | +$2K | ﹤0.01% | 1657 |
|