Geneos Wealth Management’s Fair Isaac FICO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12K | Sell |
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|
2025
Q2 | $21.9K | Sell |
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|
2025
Q1 | $44.3K | Buy |
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|
2024
Q4 | $29.9K | Buy |
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|
2024
Q3 | $25.3K | Sell |
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|
2024
Q2 | $22.3K | Hold |
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|
2024
Q1 | $18.7K | Hold |
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|
2023
Q4 | $17.5K | Hold |
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|
2023
Q3 | $13K | Hold |
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|
2023
Q2 | $12.1K | Hold |
|
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|
2023
Q1 | $10.5K | Hold |
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|
2022
Q4 | $8.98K | Hold |
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|
2022
Q3 | $6K | Sell |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $160K | Hold |
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|
2021
Q4 | $149K | Hold |
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|
2021
Q3 | $140K | Hold |
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|
2021
Q2 | $175K | Sell |
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|
2021
Q1 | $273K | Buy |
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|
2020
Q4 | $170K | Buy |
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|
2020
Q3 | $149K | Sell |
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|
2020
Q2 | $192K | Sell |
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|
2020
Q1 | $155K | Sell |
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|
2019
Q4 | $229K | Hold |
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|
2019
Q3 | $180K | Sell |
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|
2019
Q2 | $194K | Hold |
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|
2019
Q1 | $168K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $141K | Buy |
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|
2018
Q2 | $115K | Hold |
|
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $70K | Hold |
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|
2017
Q2 | $69K | Hold |
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|
2017
Q1 | $64K | Sell |
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|
2016
Q4 | $60K | Hold |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $56K | Hold |
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|
2016
Q1 | $54K | Buy |
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