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Geneos Wealth Management’s FirstService FSV Stock Holding History

Geneos Wealth Management’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$35.4K Buy
203
+79
+64% +$13.8K ﹤0.01% 1748
2025
Q1 		$50K Buy
124
+97
+359% +$39.1K ﹤0.01% 1925
2024
Q4 		$4.89K Buy
27
+5
+23% +$905 ﹤0.01% 2340
2024
Q3 		$4.01K Buy
+22
New +$4.01K ﹤0.01% 2132