Geneos Wealth Management’s Ford F Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Sell |
74,839
-57,970
| -44% | -$629K | 0.02% | 584 |
|
|
2025
Q1 | $1.33M | Buy |
132,809
+80,412
| +153% | +$807K | 0.02% | 592 |
|
|
2024
Q4 | $519K | Sell |
52,397
-2,365
| -4% | -$23.4K | 0.02% | 576 |
|
|
2024
Q3 | $578K | Buy |
54,762
+9,887
| +22% | +$104K | 0.02% | 524 |
|
|
2024
Q2 | $563K | Buy |
44,875
+342
| +0.8% | +$4.29K | 0.03% | 465 |
|
|
2024
Q1 | $591K | Buy |
44,533
+3,400
| +8% | +$45.2K | 0.03% | 450 |
|
|
2023
Q4 | $501K | Sell |
41,133
-26,396
| -39% | -$322K | 0.02% | 483 |
|
|
2023
Q3 | $839K | Sell |
67,529
-5,500
| -8% | -$68.3K | 0.04% | 345 |
|
|
2023
Q2 | $1.1M | Buy |
73,029
+15,394
| +27% | +$233K | 0.06% | 299 |
|
|
2023
Q1 | $726K | Buy |
57,635
+4,725
| +9% | +$59.5K | 0.04% | 364 |
|
|
2022
Q4 | $615K | Sell |
52,910
-29,165
| -36% | -$339K | 0.04% | 375 |
|
|
2022
Q3 | $919K | Sell |
82,075
-94,507
| -54% | -$1.06M | 0.06% | 268 |
|
|
2022
Q2 | $2M | Buy |
176,582
+9,804
| +6% | +$111K | 0.1% | 209 |
|
|
2022
Q1 | $2.82M | Buy |
166,778
+1,368
| +0.8% | +$23.1K | 0.12% | 182 |
|
|
2021
Q4 | $3.44M | Sell |
165,410
-14,030
| -8% | -$292K | 0.13% | 170 |
|
|
2021
Q3 | $2.54M | Buy |
179,440
+6,743
| +4% | +$95.4K | 0.1% | 211 |
|
|
2021
Q2 | $2.58M | Sell |
172,697
-55,841
| -24% | -$834K | 0.1% | 200 |
|
|
2021
Q1 | $2.65M | Buy |
228,538
+4,982
| +2% | +$57.8K | 0.07% | 256 |
|
|
2020
Q4 | $2.25M | Sell |
223,556
-54,392
| -20% | -$548K | 0.09% | 219 |
|
|
2020
Q3 | $1.81M | Buy |
277,948
+105,818
| +61% | +$689K | 0.09% | 209 |
|
|
2020
Q2 | $1.02M | Buy |
172,130
+851
| +0.5% | +$5.03K | 0.06% | 282 |
|
|
2020
Q1 | $900K | Buy |
171,279
+11,190
| +7% | +$58.8K | 0.06% | 269 |
|
|
2019
Q4 | $1.5M | Buy |
160,089
+21,380
| +15% | +$200K | 0.08% | 242 |
|
|
2019
Q3 | $1.26M | Buy |
138,709
+1,177
| +0.9% | +$10.7K | 0.08% | 240 |
|
|
2019
Q2 | $1.41M | Sell |
137,532
-5,736
| -4% | -$58.6K | 0.09% | 221 |
|
|
2019
Q1 | $1.26M | Buy |
143,268
+5,799
| +4% | +$50.9K | 0.08% | 238 |
|
|
2018
Q4 | $1.07M | Sell |
137,469
-386,348
| -74% | -$3.02M | 0.08% | 240 |
|
|
2018
Q3 | $4.85M | Buy |
523,817
+9,730
| +2% | +$90K | 0.32% | 81 |
|
|
2018
Q2 | $5.69M | Buy |
514,087
+13,497
| +3% | +$149K | 0.44% | 56 |
|
|
2018
Q1 | $5.55M | Buy |
500,590
+28,458
| +6% | +$315K | 0.48% | 54 |
|
|
2017
Q4 | $5.9M | Buy |
472,132
+17,430
| +4% | +$218K | 0.53% | 42 |
|
|
2017
Q3 | $5.45M | Sell |
454,702
-689
| -0.2% | -$8.25K | 0.54% | 41 |
|
|
2017
Q2 | $5.11M | Buy |
455,391
+65,315
| +17% | +$733K | 0.52% | 45 |
|
|
2017
Q1 | $4.56M | Buy |
390,076
+79,276
| +26% | +$927K | 0.47% | 52 |
|
|
2016
Q4 | $3.77M | Buy |
310,800
+40,458
| +15% | +$491K | 0.5% | 44 |
|
|
2016
Q3 | $3.27M | Buy |
270,342
+97,590
| +56% | +$1.18M | 0.44% | 55 |
|
|
2016
Q2 | $2.2M | Buy |
172,752
+15,463
| +10% | +$197K | 0.32% | 77 |
|
|
2016
Q1 | $2.06M | Buy |
+157,289
| New | +$2.06M | 0.31% | 75 |
|