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 |
-249
| Closed | -$18.6K | – | 2724 |
|
|
2025
Q2 | $18.6K | Buy |
249
+26
| +12% | +$2.02K | ﹤0.01% | 2061 |
|
|
2025
Q1 | $39.2K | Buy |
223
+164
| +278% | +$14.3K | ﹤0.01% | 2035 |
|
|
2024
Q4 | $5.26K | Hold |
59
| – | – | ﹤0.01% | 2316 |
|
|
2024
Q3 | $6.8K | Buy |
+59
| New | +$6.17K | ﹤0.01% | 1963 |
|
|
2022
Q3 | – | Sell |
-445
| Closed | -$40K | – | 2195 |
|
|
2022
Q2 | $40K | Buy |
445
+1
| +0.2% | +$94 | ﹤0.01% | 1379 |
|
|
2022
Q1 | $47K | Buy |
444
+2
| +0.5% | +$193 | ﹤0.01% | 1415 |
|
|
2021
Q4 | $51K | Buy |
442
+1
| +0.2% | +$118 | ﹤0.01% | 1465 |
|
|
2021
Q3 | $50K | Hold |
441
| – | – | ﹤0.01% | 1492 |
|
|
2021
Q2 | $40K | Sell |
441
-855
| -66% | -$80.1K | ﹤0.01% | 1590 |
|
|
2021
Q1 | $124K | Buy |
1,296
+116
| +10% | +$10.9K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $42K | Buy |
1,180
+742
| +169% | +$59.2K | ﹤0.01% | 1540 |
|
|
2020
Q3 | $31K | Buy |
438
+1
| +0.2% | +$80 | ﹤0.01% | 1454 |
|
|
2020
Q2 | $33K | Buy |
437
+2
| +0.5% | +$144 | ﹤0.01% | 1402 |
|
|
2020
Q1 | $30K | Buy |
435
+1
| +0.2% | +$73 | ﹤0.01% | 1339 |
|
|
2019
Q4 | $30K | Buy |
434
+1
| +0.2% | +$66 | ﹤0.01% | 1504 |
|
|
2019
Q3 | $30K | Buy |
433
+1
| +0.2% | +$67 | ﹤0.01% | 1423 |
|
|
2019
Q2 | $25K | Sell |
432
-83
| -16% | -$4.73K | ﹤0.01% | 1521 |
|
|
2019
Q1 | $29K | Buy |
515
+1
| +0.2% | +$54 | ﹤0.01% | 1395 |
|
|
2018
Q4 | $25K | Buy |
514
+1
| +0.2% | +$50 | ﹤0.01% | 1399 |
|
|
2018
Q3 | $27K | Buy |
513
+1
| +0.2% | +$51 | ﹤0.01% | 1446 |
|
|
2018
Q2 | $24K | Buy |
512
+2
| +0.4% | +$92 | ﹤0.01% | 1368 |
|
|
2018
Q1 | $20K | Buy |
510
+2
| +0.4% | +$76 | ﹤0.01% | 1387 |
|
|
2017
Q4 | $18K | Hold |
508
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q3 | $18K | Buy |
508
+2
| +0.4% | +$66 | ﹤0.01% | 1356 |
|
|
2017
Q2 | $14K | Buy |
506
+2
| +0.4% | +$60 | ﹤0.01% | 1403 |
|
|
2017
Q1 | $15K | Hold |
504
| – | – | ﹤0.01% | 1343 |
|
|
2016
Q4 | $15K | Buy |
504
+2
| +0.4% | +$58 | ﹤0.01% | 1293 |
|
|
2016
Q3 | $12K | Buy |
502
+2
| +0.4% | +$52 | ﹤0.01% | 1303 |
|
|
2016
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1226 |
|
|
2016
Q1 | $12K | Buy |
+500
| New | +$12.1K | ﹤0.01% | 1250 |
|
Other funds holding EXPO
CCA
GCM
