Geneos Wealth Management’s Fair Isaac FICO Stock Holding History

Geneos Wealth Management’s Portfolio FICO Stock Details FICO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$21.9K	Sell	12 -12	-50%	-$21.9K	﹤0.01%	1983
2025 Q1	$44.3K	Buy	24 +9	+60%	+$16.6K	﹤0.01%	1986
2024 Q4	$29.9K	Buy	15 +2	+15%	+$3.98K	﹤0.01%	1542
2024 Q3	$25.3K	Sell	13 -2	-13%	-$3.89K	﹤0.01%	1470
2024 Q2	$22.3K	Hold	15	–	–	﹤0.01%	1311
2024 Q1	$18.7K	Hold	15	–	–	﹤0.01%	1378
2023 Q4	$17.5K	Hold	15	–	–	﹤0.01%	1406
2023 Q3	$13K	Hold	15	–	–	﹤0.01%	1495
2023 Q2	$12.1K	Hold	15	–	–	﹤0.01%	1523
2023 Q1	$10.5K	Hold	15	–	–	﹤0.01%	1538
2022 Q4	$8.98K	Hold	15	–	–	﹤0.01%	1554
2022 Q3	$6K	Sell	15 -330	-96%	-$132K	﹤0.01%	1645
2022 Q2	$140K	Hold	345	–	–	0.01%	888
2022 Q1	$160K	Hold	345	–	–	0.01%	893
2021 Q4	$149K	Hold	345	–	–	0.01%	1002
2021 Q3	$140K	Hold	345	–	–	0.01%	1017
2021 Q2	$175K	Sell	345 -179	-34%	-$90.8K	0.01%	907
2021 Q1	$273K	Buy	524 +27	+5%	+$14.1K	0.01%	843
2020 Q4	$170K	Buy	497 +142	+40%	+$48.6K	0.01%	895
2020 Q3	$149K	Sell	355 -120	-25%	-$50.4K	0.01%	789
2020 Q2	$192K	Sell	475 -60	-11%	-$24.3K	0.01%	687
2020 Q1	$155K	Sell	535 -70	-12%	-$20.3K	0.01%	699
2019 Q4	$229K	Hold	605	–	–	0.01%	655
2019 Q3	$180K	Sell	605 -15	-2%	-$4.46K	0.01%	690
2019 Q2	$194K	Hold	620	–	–	0.01%	676
2019 Q1	$168K	Hold	620	–	–	0.01%	702
2018 Q4	$114K	Hold	620	–	–	0.01%	796
2018 Q3	$141K	Buy	620 +20	+3%	+$4.55K	0.01%	772
2018 Q2	$115K	Hold	600	–	–	0.01%	740
2018 Q1	$101K	Buy	600 +100	+20%	+$16.8K	0.01%	750
2017 Q4	$76K	Hold	500	–	–	0.01%	843
2017 Q3	$70K	Hold	500	–	–	0.01%	826
2017 Q2	$69K	Hold	500	–	–	0.01%	811
2017 Q1	$64K	Sell	500 -5	-1%	-$640	0.01%	803
2016 Q4	$60K	Hold	505	–	–	0.01%	773
2016 Q3	$62K	Buy	505 +5	+1%	+$614	0.01%	739
2016 Q2	$56K	Hold	500	–	–	0.01%	768
2016 Q1	$54K	Buy	+500	New	+$54K	0.01%	771