Geneos Wealth Management’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $64.6K | Hold |
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|
2025
Q2 | $55.1K | Sell |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $51.9K | Buy |
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|
2024
Q3 | $62.9K | Buy |
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|
2024
Q2 | $47.6K | Hold |
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|
2024
Q1 | $43.6K | Hold |
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|
2023
Q4 | $65.5K | Hold |
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|
2023
Q3 | $68.5K | Hold |
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|
2023
Q2 | $85.6K | Hold |
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|
2023
Q1 | $53.6K | Hold |
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|
2022
Q4 | $46.8K | Hold |
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|
2022
Q3 | $47K | Sell |
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|
2022
Q2 | $436K | Hold |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.52M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.83M | Buy |
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|
2020
Q3 | $837K | Sell |
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|
2020
Q2 | $496K | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $388K | Hold |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $362K | Sell |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $381K | Sell |
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|
2018
Q1 | $372K | Buy |
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|
2017
Q4 | $59K | Hold |
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|
2017
Q3 | $26K | Hold |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $31K | Sell |
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|
2016
Q3 | $46K | Buy |
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|
2016
Q2 | $13K | Buy |
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|
2016
Q1 | $5K | Buy |
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