Geneos Wealth Management’s First Merchants FRME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-25	Closed	-$873	–	2108
2024 Q1	$873	Buy	+25	New	+$873	﹤0.01%	2053
2022 Q3	–	Sell	-5,085	Closed	-$184K	–	2217
2022 Q2	$184K	Hold	5,085	–	–	0.01%	773
2022 Q1	$211K	Hold	5,085	–	–	0.01%	782
2021 Q4	$213K	Hold	5,085	–	–	0.01%	833
2021 Q3	$217K	Hold	5,085	–	–	0.01%	822
2021 Q2	$209K	Hold	5,085	–	–	0.01%	819
2021 Q1	$234K	Hold	5,085	–	–	0.01%	906
2020 Q4	$246K	Hold	5,085	–	–	0.01%	758
2020 Q3	$115K	Hold	5,085	–	–	0.01%	885
2020 Q2	$130K	Hold	5,085	–	–	0.01%	808
2020 Q1	$128K	Hold	5,085	–	–	0.01%	758
2019 Q4	$209K	Hold	5,085	–	–	0.01%	686
2019 Q3	$193K	Hold	5,085	–	–	0.01%	671
2019 Q2	$192K	Hold	5,085	–	–	0.01%	681
2019 Q1	$187K	Hold	5,085	–	–	0.01%	662
2018 Q4	$173K	Hold	5,085	–	–	0.01%	646
2018 Q3	$228K	Sell	5,085 -960	-16%	-$43K	0.02%	594
2018 Q2	$280K	Hold	6,045	–	–	0.02%	465
2018 Q1	$252K	Hold	6,045	–	–	0.02%	467
2017 Q4	$254K	Hold	6,045	–	–	0.02%	471
2017 Q3	$259K	Hold	6,045	–	–	0.03%	440
2017 Q2	$242K	Hold	6,045	–	–	0.02%	443
2017 Q1	$237K	Hold	6,045	–	–	0.02%	435
2016 Q4	$227K	Hold	6,045	–	–	0.03%	431
2016 Q3	$161K	Hold	6,045	–	–	0.02%	494
2016 Q2	$150K	Hold	6,045	–	–	0.02%	498
2016 Q1	$142K	Buy	+6,045	New	+$142K	0.02%	504