Geneos Wealth Management’s FIVE9 FIVN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.42K | Sell |
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|
2025
Q2 | $4.95K | Sell |
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|
2025
Q1 | $16K | Buy |
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|
2024
Q4 | $7.6K | Sell |
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|
2024
Q3 | $5.72K | Buy |
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|
2024
Q2 | $4.41K | Hold |
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|
2024
Q1 | $6.21K | Hold |
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|
2023
Q4 | $7.87K | Hold |
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|
2023
Q3 | $6.43K | Hold |
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|
2023
Q2 | $8.24K | Sell |
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|
2023
Q1 | $12.3K | Hold |
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|
2022
Q4 | $11.5K | Sell |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $41K | Buy |
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