Geneos Wealth Management’s Financial Institutions FISI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-95	Closed	-$2.02K	–	2160
2023 Q4	$2.02K	Hold	95	–	–	﹤0.01%	1918
2023 Q3	$1.6K	Hold	95	–	–	﹤0.01%	1970
2023 Q2	$1.5K	Hold	95	–	–	﹤0.01%	1974
2023 Q1	$1.83K	Buy	+95	New	+$1.83K	﹤0.01%	1917