GWM
Geneos Wealth Management’s Forward Air FWRD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-860
| Closed | -$17.3K | – | 3157 |
|
|
2025
Q1 | $17.3K | Buy |
860
+430
| +100% | +$8.64K | ﹤0.01% | 2389 |
|
|
2024
Q4 | $13.9K | Hold |
430
| – | – | ﹤0.01% | 1900 |
|
|
2024
Q3 | $15.2K | Buy |
430
+50
| +13% | +$1.77K | ﹤0.01% | 1662 |
|
|
2024
Q2 | $7.24K | Buy |
+380
| New | +$7.24K | ﹤0.01% | 1630 |
|