Geneos Wealth Management’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.35K | Sell |
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|
2025
Q2 | $35.8K | Sell |
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|
2025
Q1 | $44.3K | Buy |
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|
2024
Q4 | $35.8K | Sell |
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|
2024
Q3 | $34.5K | Buy |
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|
2024
Q2 | $11.7K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $26K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $38K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Buy |
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