GWM
Geneos Wealth Management’s Grocery Outlet GO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-156
| Closed | -$2.18K | – | 3164 |
|
|
2025
Q1 | $2.18K | Buy |
+156
| New | +$2.18K | ﹤0.01% | 2962 |
|
|
2021
Q4 | – | Sell |
-60
| Closed | -$1K | – | 2810 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 2741 |
|
|
2021
Q2 | $2K | Sell |
60
-740
| -93% | -$24.7K | ﹤0.01% | 2654 |
|
|
2021
Q1 | $32K | Hold |
800
| – | – | ﹤0.01% | 1847 |
|
|
2020
Q4 | $29K | Buy |
800
+740
| +1,233% | +$26.8K | ﹤0.01% | 1712 |
|
|
2020
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 2409 |
|
|
2020
Q2 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 2354 |
|