Geneos Wealth Management’s Fidus Investment FDUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03K | Sell |
51
-51
| -50% | -$1.03K | ﹤0.01% | 2977 |
|
|
2025
Q1 | $2.08K | Buy |
102
+51
| +100% | +$1.04K | ﹤0.01% | 2968 |
|
|
2024
Q4 | $1.07K | Hold |
51
| – | – | ﹤0.01% | 2753 |
|
|
2024
Q3 | $1K | Hold |
51
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q2 | $993 | Sell |
51
-49
| -49% | -$954 | ﹤0.01% | 1976 |
|
|
2024
Q1 | $1.97K | Hold |
100
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q4 | $1.97K | Hold |
100
| – | – | ﹤0.01% | 1924 |
|
|
2023
Q3 | $1.92K | Hold |
100
| – | – | ﹤0.01% | 1942 |
|
|
2023
Q2 | $1.96K | Hold |
100
| – | – | ﹤0.01% | 1929 |
|
|
2023
Q1 | $1.91K | Hold |
100
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q4 | $1.9K | Hold |
100
| – | – | ﹤0.01% | 1894 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1919 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2482 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2538 |
|
|
2021
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2663 |
|
|
2021
Q2 | – | Sell |
-62
| Closed | -$1K | – | 2936 |
|
|
2021
Q1 | $1K | Buy |
+62
| New | +$1K | ﹤0.01% | 3008 |
|