Geneos Wealth Management’s eXp World Holdings EXPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.1K | Sell |
6,060
-7,175
| -54% | -$65.3K | ﹤0.01% | 1515 |
|
|
2025
Q1 | $129K | Buy |
13,235
+8,726
| +194% | +$85.3K | ﹤0.01% | 1425 |
|
|
2024
Q4 | $51.9K | Buy |
4,509
+42
| +0.9% | +$483 | ﹤0.01% | 1307 |
|
|
2024
Q3 | $62.9K | Buy |
4,467
+247
| +6% | +$3.48K | ﹤0.01% | 1111 |
|
|
2024
Q2 | $47.6K | Hold |
4,220
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q1 | $43.6K | Hold |
4,220
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q4 | $65.5K | Hold |
4,220
| – | – | ﹤0.01% | 976 |
|
|
2023
Q3 | $68.5K | Hold |
4,220
| – | – | ﹤0.01% | 982 |
|
|
2023
Q2 | $85.6K | Hold |
4,220
| – | – | ﹤0.01% | 916 |
|
|
2023
Q1 | $53.6K | Hold |
4,220
| – | – | ﹤0.01% | 1055 |
|
|
2022
Q4 | $46.8K | Hold |
4,220
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q3 | $47K | Sell |
4,220
-30,470
| -88% | -$339K | ﹤0.01% | 1050 |
|
|
2022
Q2 | $436K | Hold |
34,690
| – | – | 0.02% | 532 |
|
|
2022
Q1 | $734K | Sell |
34,690
-1,840
| -5% | -$38.9K | 0.03% | 444 |
|
|
2021
Q4 | $1.23M | Sell |
36,530
-165
| -0.4% | -$5.56K | 0.05% | 345 |
|
|
2021
Q3 | $1.52M | Sell |
36,695
-1,335
| -4% | -$55.2K | 0.06% | 293 |
|
|
2021
Q2 | $1.45M | Sell |
38,030
-800
| -2% | -$30.5K | 0.06% | 285 |
|
|
2021
Q1 | $1.33M | Sell |
38,830
-39,050
| -50% | -$1.34M | 0.04% | 348 |
|
|
2020
Q4 | $1.83M | Buy |
77,880
+35,370
| +83% | +$830K | 0.07% | 246 |
|
|
2020
Q3 | $837K | Sell |
42,510
-16,200
| -28% | -$319K | 0.04% | 323 |
|
|
2020
Q2 | $496K | Sell |
58,710
-4,800
| -8% | -$40.6K | 0.03% | 412 |
|
|
2020
Q1 | $258K | Sell |
63,510
-1,800
| -3% | -$7.31K | 0.02% | 540 |
|
|
2019
Q4 | $388K | Hold |
65,310
| – | – | 0.02% | 497 |
|
|
2019
Q3 | $267K | Hold |
65,310
| – | – | 0.02% | 562 |
|
|
2019
Q2 | $363K | Sell |
65,310
-1,400
| -2% | -$7.78K | 0.02% | 503 |
|
|
2019
Q1 | $362K | Sell |
66,710
-1,800
| -3% | -$9.77K | 0.02% | 486 |
|
|
2018
Q4 | $248K | Buy |
68,510
+1,840
| +3% | +$6.66K | 0.02% | 537 |
|
|
2018
Q3 | $613K | Sell |
66,670
-650
| -1% | -$5.98K | 0.04% | 344 |
|
|
2018
Q2 | $381K | Sell |
67,320
-250
| -0.4% | -$1.42K | 0.03% | 382 |
|
|
2018
Q1 | $372K | Buy |
67,570
+51,970
| +333% | +$286K | 0.03% | 369 |
|
|
2017
Q4 | $59K | Hold |
15,600
| – | – | 0.01% | 932 |
|
|
2017
Q3 | $26K | Hold |
15,600
| – | – | ﹤0.01% | 1221 |
|
|
2017
Q2 | $21K | Hold |
15,600
| – | – | ﹤0.01% | 1249 |
|
|
2017
Q1 | $28K | Hold |
15,600
| – | – | ﹤0.01% | 1111 |
|
|
2016
Q4 | $31K | Sell |
15,600
-1,400
| -8% | -$2.78K | ﹤0.01% | 1010 |
|
|
2016
Q3 | $46K | Buy |
17,000
+1,800
| +12% | +$4.87K | 0.01% | 844 |
|
|
2016
Q2 | $13K | Buy |
15,200
+5,800
| +62% | +$4.96K | ﹤0.01% | 1249 |
|
|
2016
Q1 | $5K | Buy |
+9,400
| New | +$5K | ﹤0.01% | 1474 |
|