Geneos Wealth Management’s Exponent EXPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $18.6K | Buy |
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|
2025
Q1 | $39.2K | Buy |
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|
2024
Q4 | $5.26K | Hold |
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|
2024
Q3 | $6.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | $47K | Buy |
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|
2021
Q4 | $51K | Buy |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $40K | Sell |
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|
2021
Q1 | $124K | Buy |
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|
2020
Q4 | $42K | Buy |
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|
2020
Q3 | $31K | Buy |
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|
2020
Q2 | $33K | Buy |
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|
2020
Q1 | $30K | Buy |
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|
2019
Q4 | $30K | Buy |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $25K | Sell |
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|
2019
Q1 | $29K | Buy |
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|
2018
Q4 | $25K | Buy |
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|
2018
Q3 | $27K | Buy |
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|
2018
Q2 | $24K | Buy |
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|
2018
Q1 | $20K | Buy |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $18K | Buy |
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|
2017
Q2 | $14K | Buy |
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|
2017
Q1 | $15K | Hold |
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|
2016
Q4 | $15K | Buy |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $12K | Buy |
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