Geneos Wealth Management’s Fiserv FI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
60,396
-40,976
| -40% | -$7.06M | 0.25% | 96 |
|
|
2025
Q1 | $22.4M | Buy |
101,372
+66,717
| +193% | +$14.7M | 0.32% | 73 |
|
|
2024
Q4 | $7.12M | Sell |
34,655
-180
| -0.5% | -$37K | 0.25% | 92 |
|
|
2024
Q3 | $6.26M | Sell |
34,835
-1,323
| -4% | -$238K | 0.24% | 99 |
|
|
2024
Q2 | $5.39M | Sell |
36,158
-1,803
| -5% | -$269K | 0.24% | 94 |
|
|
2024
Q1 | $6.07M | Buy |
37,961
+1,275
| +3% | +$204K | 0.28% | 83 |
|
|
2023
Q4 | $4.87M | Sell |
36,686
-52
| -0.1% | -$6.91K | 0.24% | 104 |
|
|
2023
Q3 | $4.15M | Sell |
36,738
-1,339
| -4% | -$151K | 0.21% | 126 |
|
|
2023
Q2 | $4.8M | Buy |
38,077
+4,147
| +12% | +$523K | 0.25% | 107 |
|
|
2023
Q1 | $3.84M | Sell |
33,930
-5,350
| -14% | -$605K | 0.23% | 106 |
|
|
2022
Q4 | $3.97M | Buy |
39,280
+1,692
| +5% | +$171K | 0.24% | 112 |
|
|
2022
Q3 | $3.52M | Buy |
37,588
+70
| +0.2% | +$6.55K | 0.24% | 101 |
|
|
2022
Q2 | $3.47M | Buy |
37,518
+188
| +0.5% | +$17.4K | 0.17% | 135 |
|
|
2022
Q1 | $3.79M | Buy |
37,330
+4,845
| +15% | +$491K | 0.16% | 144 |
|
|
2021
Q4 | $3.37M | Buy |
32,485
+163
| +0.5% | +$16.9K | 0.13% | 174 |
|
|
2021
Q3 | $3.55M | Buy |
32,322
+1,064
| +3% | +$117K | 0.14% | 169 |
|
|
2021
Q2 | $3.42M | Sell |
31,258
-2,099
| -6% | -$229K | 0.13% | 166 |
|
|
2021
Q1 | $4.01M | Sell |
33,357
-2,461
| -7% | -$296K | 0.11% | 197 |
|
|
2020
Q4 | $4.12M | Buy |
35,818
+6,768
| +23% | +$779K | 0.17% | 145 |
|
|
2020
Q3 | $2.97M | Buy |
29,050
+4,099
| +16% | +$419K | 0.15% | 150 |
|
|
2020
Q2 | $2.37M | Buy |
24,951
+6,097
| +32% | +$579K | 0.13% | 169 |
|
|
2020
Q1 | $1.78M | Sell |
18,854
-3,676
| -16% | -$346K | 0.12% | 181 |
|
|
2019
Q4 | $2.64M | Buy |
22,530
+1,681
| +8% | +$197K | 0.14% | 171 |
|
|
2019
Q3 | $2.14M | Buy |
20,849
+5,682
| +37% | +$583K | 0.13% | 177 |
|
|
2019
Q2 | $1.39M | Buy |
15,167
+3,613
| +31% | +$331K | 0.09% | 224 |
|
|
2019
Q1 | $1.02M | Buy |
11,554
+4,159
| +56% | +$367K | 0.07% | 268 |
|
|
2018
Q4 | $549K | Buy |
7,395
+2,910
| +65% | +$216K | 0.04% | 353 |
|
|
2018
Q3 | $375K | Buy |
4,485
+2,513
| +127% | +$210K | 0.03% | 448 |
|
|
2018
Q2 | $146K | Sell |
1,972
-1,954
| -50% | -$145K | 0.01% | 659 |
|
|
2018
Q1 | $279K | Buy |
3,926
+260
| +7% | +$18.5K | 0.02% | 442 |
|
|
2017
Q4 | $240K | Buy |
3,666
+120
| +3% | +$7.86K | 0.02% | 485 |
|
|
2017
Q3 | $228K | Hold |
3,546
| – | – | 0.02% | 476 |
|
|
2017
Q2 | $216K | Buy |
3,546
+1,450
| +69% | +$88.3K | 0.02% | 478 |
|
|
2017
Q1 | $120K | Sell |
2,096
-22
| -1% | -$1.26K | 0.01% | 610 |
|
|
2016
Q4 | $112K | Buy |
2,118
+22
| +1% | +$1.16K | 0.01% | 587 |
|
|
2016
Q3 | $104K | Buy |
2,096
+76
| +4% | +$3.77K | 0.01% | 595 |
|
|
2016
Q2 | $109K | Sell |
2,020
-4,430
| -69% | -$239K | 0.02% | 568 |
|
|
2016
Q1 | $333K | Buy |
+6,450
| New | +$333K | 0.05% | 314 |
|