Geneos Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Sell |
273
-195
| -42% | -$25.6K | ﹤0.01% | 1745 |
|
|
2025
Q1 | $44.3K | Buy |
468
+127
| +37% | +$12K | ﹤0.01% | 1985 |
|
|
2024
Q4 | $35.8K | Sell |
341
-50
| -13% | -$5.25K | ﹤0.01% | 1453 |
|
|
2024
Q3 | $34.5K | Buy |
391
+284
| +265% | +$25.1K | ﹤0.01% | 1340 |
|
|
2024
Q2 | $11.7K | Buy |
+107
| New | +$11.7K | ﹤0.01% | 1509 |
|
|
2021
Q2 | – | Sell |
-130
| Closed | -$26K | – | 2940 |
|
|
2021
Q1 | $26K | Buy |
+130
| New | +$26K | ﹤0.01% | 1937 |
|
|
2018
Q1 | – | Sell |
-579
| Closed | -$38K | – | 2193 |
|
|
2017
Q4 | $38K | Buy |
+579
| New | +$38K | ﹤0.01% | 1123 |
|
|
2017
Q1 | – | Sell |
-70
| Closed | -$2K | – | 2085 |
|
|
2016
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 1851 |
|
|
2016
Q3 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1771 |
|