Geneos Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.95K | Sell |
187
-164
| -47% | -$4.34K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $16K | Buy |
351
+164
| +88% | +$7.47K | ﹤0.01% | 2421 |
|
|
2024
Q4 | $7.6K | Sell |
187
-12
| -6% | -$488 | ﹤0.01% | 2170 |
|
|
2024
Q3 | $5.72K | Buy |
199
+99
| +99% | +$2.84K | ﹤0.01% | 2032 |
|
|
2024
Q2 | $4.41K | Hold |
100
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q1 | $6.21K | Hold |
100
| – | – | ﹤0.01% | 1669 |
|
|
2023
Q4 | $7.87K | Hold |
100
| – | – | ﹤0.01% | 1604 |
|
|
2023
Q3 | $6.43K | Hold |
100
| – | – | ﹤0.01% | 1672 |
|
|
2023
Q2 | $8.25K | Sell |
100
-70
| -41% | -$5.77K | ﹤0.01% | 1624 |
|
|
2023
Q1 | $12.3K | Hold |
170
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q4 | $11.5K | Sell |
170
-50
| -23% | -$3.39K | ﹤0.01% | 1492 |
|
|
2022
Q3 | $16K | Hold |
220
| – | – | ﹤0.01% | 1388 |
|
|
2022
Q2 | $20K | Hold |
220
| – | – | ﹤0.01% | 1678 |
|
|
2022
Q1 | $24K | Hold |
220
| – | – | ﹤0.01% | 1711 |
|
|
2021
Q4 | $30K | Hold |
220
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q3 | $36K | Hold |
220
| – | – | ﹤0.01% | 1648 |
|
|
2021
Q2 | $41K | Buy |
+220
| New | +$41K | ﹤0.01% | 1571 |
|