Geneos Wealth Management’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4K | Hold |
250
| – | – | ﹤0.01% | 1849 |
|
|
2025
Q4 | $15.1K | Hold |
250
| – | – | ﹤0.01% | 1830 |
|
|
2025
Q3 | $14.5K | Sell |
250
-455
| -65% | -$24.2K | ﹤0.01% | 1841 |
|
|
2025
Q2 | $35.2K | Sell |
705
-958
| -58% | -$37.3K | ﹤0.01% | 1753 |
|
|
2025
Q1 | $55K | Buy |
1,663
+1,165
| +234% | +$45.6K | ﹤0.01% | 1872 |
|
|
2024
Q4 | $19.1K | Hold |
498
| – | – | ﹤0.01% | 1748 |
|
|
2024
Q3 | $16.6K | Buy |
498
+248
| +99% | +$7.63K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $7.37K | Sell |
250
-99
| -28% | -$2.96K | ﹤0.01% | 1622 |
|
|
2024
Q1 | $9.98K | Buy |
349
+17
| +5% | +$446 | ﹤0.01% | 1548 |
|
|
2023
Q4 | $7.62K | Hold |
332
| – | – | ﹤0.01% | 1616 |
|
|
2023
Q3 | $6.75K | Hold |
332
| – | – | ﹤0.01% | 1659 |
|
|
2023
Q2 | $6.91K | Hold |
332
| – | – | ﹤0.01% | 1662 |
|
|
2023
Q1 | $5.75K | Hold |
332
| – | – | ﹤0.01% | 1696 |
|
|
2022
Q4 | $5.37K | Hold |
332
| – | – | ﹤0.01% | 1689 |
|
|
2022
Q3 | $4K | Hold |
332
| – | – | ﹤0.01% | 1735 |
|
|
2022
Q2 | $3K | Hold |
332
| – | – | ﹤0.01% | 2306 |
|
|
2022
Q1 | $4K | Sell |
332
-142
| -30% | -$1.81K | ﹤0.01% | 2396 |
|
|
2021
Q4 | $6K | Sell |
474
-123
| -21% | -$1.67K | ﹤0.01% | 2344 |
|
|
2021
Q3 | $8K | Buy |
597
+199
| +50% | +$2.67K | ﹤0.01% | 2299 |
|
|
2021
Q2 | $5K | Sell |
398
-98
| -20% | -$1.33K | ﹤0.01% | 2440 |
|
|
2021
Q1 | $6K | Hold |
496
| – | – | ﹤0.01% | 2588 |
|
|
2020
Q4 | $5K | Buy |
496
+164
| +49% | +$1.9K | ﹤0.01% | 2467 |
|
|
2020
Q3 | $2K | Hold |
332
| – | – | ﹤0.01% | 2407 |
|
|
2020
Q2 | $2K | Hold |
332
| – | – | ﹤0.01% | 2351 |
|
|
2020
Q1 | $2K | Hold |
332
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q4 | $3K | Hold |
332
| – | – | ﹤0.01% | 2291 |
|
|
2019
Q3 | $2K | Hold |
332
| – | – | ﹤0.01% | 2300 |
|
|
2019
Q2 | $2K | Hold |
332
| – | – | ﹤0.01% | 2309 |
|
|
2019
Q1 | $2K | Sell |
332
-1,327
| -80% | -$9.49K | ﹤0.01% | 2236 |
|
|
2018
Q4 | $9K | Hold |
1,659
| – | – | ﹤0.01% | 1816 |
|
|
2018
Q3 | $16K | Sell |
1,659
-199
| -11% | -$2.08K | ﹤0.01% | 1672 |
|
|
2018
Q2 | $19K | Sell |
1,858
-332
| -15% | -$3.73K | ﹤0.01% | 1463 |
|
|
2018
Q1 | $26K | Hold |
2,190
| – | – | ﹤0.01% | 1275 |
|
|
2017
Q4 | $29K | Hold |
2,190
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q3 | $27K | Sell |
2,190
-663
| -23% | -$8.17K | ﹤0.01% | 1204 |
|
|
2017
Q2 | $35K | Sell |
2,853
-66
| -2% | -$817 | ﹤0.01% | 1072 |
|
|
2017
Q1 | $36K | Hold |
2,919
| – | – | ﹤0.01% | 1012 |
|
|
2016
Q4 | $31K | Hold |
2,919
| – | – | ﹤0.01% | 1010 |
|
|
2016
Q3 | $29K | Hold |
2,919
| – | – | ﹤0.01% | 995 |
|
|
2016
Q2 | $25K | Hold |
2,919
| – | – | ﹤0.01% | 1038 |
|
|
2016
Q1 | $26K | Buy |
+2,919
| New | +$23.5K | ﹤0.01% | 1006 |
|
Other funds holding FLEX
VPM
VCM
