Geneos Wealth Management’s Fortinet FTNT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.94M | Buy |
97,187
+3,552
| +4% | +$287K | 0.18% | 128 |
|
|
2025
Q4 | $7.44M | Buy |
93,635
+4,776
| +5% | +$396K | 0.18% | 142 |
|
|
2025
Q3 | $7.47M | Buy |
88,859
+6,925
| +8% | +$618K | 0.19% | 136 |
|
|
2025
Q2 | $8.66M | Sell |
81,934
-71,273
| -47% | -$7.19M | 0.21% | 122 |
|
|
2025
Q1 | $14.7M | Buy |
153,207
+101,198
| +195% | +$10.3M | 0.21% | 118 |
|
|
2024
Q4 | $4.91M | Buy |
52,009
+9,407
| +22% | +$837K | 0.17% | 137 |
|
|
2024
Q3 | $3.3M | Buy |
42,602
+204
| +0.5% | +$13.9K | 0.13% | 194 |
|
|
2024
Q2 | $2.56M | Buy |
42,398
+8,020
| +23% | +$499K | 0.11% | 210 |
|
|
2024
Q1 | $2.35M | Buy |
34,378
+23,643
| +220% | +$1.57M | 0.11% | 224 |
|
|
2023
Q4 | $628K | Buy |
10,735
+99
| +0.9% | +$5.47K | 0.03% | 420 |
|
|
2023
Q3 | $624K | Sell |
10,636
-574
| -5% | -$38K | 0.03% | 421 |
|
|
2023
Q2 | $847K | Sell |
11,210
-465
| -4% | -$31.6K | 0.04% | 347 |
|
|
2023
Q1 | $776K | Sell |
11,675
-831
| -7% | -$47.2K | 0.05% | 348 |
|
|
2022
Q4 | $611K | Sell |
12,506
-1,811
| -13% | -$94.4K | 0.04% | 379 |
|
|
2022
Q3 | $703K | Sell |
14,317
-726
| -5% | -$39.3K | 0.05% | 318 |
|
|
2022
Q2 | $863K | Sell |
15,043
-3,992
| -21% | -$237K | 0.04% | 356 |
|
|
2022
Q1 | $1.3M | Sell |
19,035
-2,445
| -11% | -$152K | 0.06% | 288 |
|
|
2021
Q4 | $1.54M | Buy |
21,480
+2,570
| +14% | +$169K | 0.06% | 296 |
|
|
2021
Q3 | $1.13M | Buy |
18,910
+3,850
| +26% | +$223K | 0.04% | 344 |
|
|
2021
Q2 | $747K | Sell |
15,060
-920
| -6% | -$39.3K | 0.03% | 451 |
|
|
2021
Q1 | $652K | Sell |
15,980
-300
| -2% | -$9.81K | 0.02% | 563 |
|
|
2020
Q4 | $564K | Buy |
16,280
+7,445
| +84% | +$188K | 0.02% | 506 |
|
|
2020
Q3 | $206K | Sell |
8,835
-4,235
| -32% | -$109K | 0.01% | 680 |
|
|
2020
Q2 | $351K | Buy |
13,070
+2,385
| +22% | +$59.9K | 0.02% | 496 |
|
|
2020
Q1 | $207K | Buy |
10,685
+8,085
| +311% | +$173K | 0.01% | 597 |
|
|
2019
Q4 | $55K | Buy |
+2,600
| New | +$48.9K | ﹤0.01% | 1201 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$33K | – | 2505 |
|
|
2019
Q1 | $33K | Buy |
+2,000
| New | +$31.9K | ﹤0.01% | 1346 |
|
|
2017
Q1 | – | Sell |
-930
| Closed | -$5K | – | 2090 |
|
|
2016
Q4 | $5K | Hold |
930
| – | – | ﹤0.01% | 1623 |
|
|
2016
Q3 | $6K | Buy |
+930
| New | +$6.5K | ﹤0.01% | 1507 |
|
Other funds holding FTNT
VCM
VPM
