Geneos Wealth Management’s Graco GGG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$42.3K	Sell	492 -569	-54%	-$48.9K	﹤0.01%	1664
2025 Q1	$88.6K	Buy	1,061 +1,015	+2,207%	+$84.8K	﹤0.01%	1636
2024 Q4	$3.88K	Hold	46	–	–	﹤0.01%	2412
2024 Q3	$4.03K	Sell	46 -142	-76%	-$12.4K	﹤0.01%	2131
2024 Q2	$14.9K	Buy	+188	New	+$14.9K	﹤0.01%	1436
2022 Q2	–	Sell	-1,500	Closed	-$104K	–	2661
2022 Q1	$104K	Hold	1,500	–	–	﹤0.01%	1076
2021 Q4	$120K	Hold	1,500	–	–	﹤0.01%	1091
2021 Q3	$105K	Hold	1,500	–	–	﹤0.01%	1156
2021 Q2	$114K	Sell	1,500 -2,889	-66%	-$220K	﹤0.01%	1117
2021 Q1	$337K	Hold	4,389	–	–	0.01%	749
2020 Q4	$107K	Buy	4,389 +2,847	+185%	+$69.4K	﹤0.01%	1119
2020 Q3	$93K	Buy	1,542 +42	+3%	+$2.53K	﹤0.01%	968
2020 Q2	$70K	Hold	1,500	–	–	﹤0.01%	1069
2020 Q1	$68K	Hold	1,500	–	–	﹤0.01%	988
2019 Q4	$78K	Hold	1,500	–	–	﹤0.01%	1056
2019 Q3	$68K	Hold	1,500	–	–	﹤0.01%	1039
2019 Q2	$75K	Hold	1,500	–	–	﹤0.01%	1014
2019 Q1	$74K	Hold	1,500	–	–	﹤0.01%	976
2018 Q4	$61K	Hold	1,500	–	–	﹤0.01%	1005
2018 Q3	$69K	Hold	1,500	–	–	﹤0.01%	1030
2018 Q2	$67K	Hold	1,500	–	–	0.01%	924
2018 Q1	$68K	Hold	1,500	–	–	0.01%	883
2017 Q4	$67K	Hold	1,500	–	–	0.01%	887
2017 Q3	$61K	Hold	1,500	–	–	0.01%	873
2017 Q2	$54K	Hold	1,500	–	–	0.01%	891
2017 Q1	$47K	Hold	1,500	–	–	﹤0.01%	908
2016 Q4	$41K	Hold	1,500	–	–	0.01%	910
2016 Q3	$37K	Buy	+1,500	New	+$37K	0.01%	920