Geneos Wealth Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.9K | Buy |
183
+2
| +1% | +$589 | ﹤0.01% | 1531 |
|
|
2025
Q1 | $100K | Buy |
181
+139
| +331% | +$77.1K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $10.6K | Hold |
42
| – | – | ﹤0.01% | 2032 |
|
|
2024
Q3 | $9.25K | Buy |
+42
| New | +$9.25K | ﹤0.01% | 1867 |
|
|
2020
Q1 | – | Sell |
-62
| Closed | -$8K | – | 2520 |
|
|
2019
Q4 | $8K | Hold |
62
| – | – | ﹤0.01% | 2045 |
|
|
2019
Q3 | $8K | Hold |
62
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q2 | $9K | Sell |
62
-1
| -2% | -$145 | ﹤0.01% | 1932 |
|
|
2019
Q1 | $9K | Sell |
63
-12
| -16% | -$1.71K | ﹤0.01% | 1865 |
|
|
2018
Q4 | $12K | Hold |
75
| – | – | ﹤0.01% | 1720 |
|
|
2018
Q3 | $14K | Buy |
+75
| New | +$14K | ﹤0.01% | 1722 |
|
|
2017
Q3 | – | Sell |
-17
| Closed | -$2K | – | 2123 |
|
|
2017
Q2 | $2K | Buy |
17
+5
| +42% | +$588 | ﹤0.01% | 1921 |
|
|
2017
Q1 | $1K | Sell |
12
-6
| -33% | -$500 | ﹤0.01% | 1977 |
|
|
2016
Q4 | $2K | Sell |
18
-13
| -42% | -$1.44K | ﹤0.01% | 1850 |
|
|
2016
Q3 | $3K | Sell |
31
-6,405
| -100% | -$620K | ﹤0.01% | 1692 |
|
|
2016
Q2 | $730K | Buy |
6,436
+510
| +9% | +$57.8K | 0.11% | 184 |
|
|
2016
Q1 | $625K | Buy |
+5,926
| New | +$625K | 0.1% | 204 |
|