GWM
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Geneos Wealth Management’s Shift4 FOUR Stock Holding History

Geneos Wealth Management’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.2K Buy
153
+1
+0.7% +$99 ﹤0.01% 2158
2025
Q1 		$28.4K Buy
152
+119
+361% +$22.3K ﹤0.01% 2173
2024
Q4 		$3.43K Buy
33
+27
+450% +$2.8K ﹤0.01% 2456
2024
Q3 		$532 Buy
+6
New +$532 ﹤0.01% 2545