GWM

Geneos Wealth Management’s Green Brick Partners GRBK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$755	Hold	12	–	–	﹤0.01%	3047
2025 Q1	$1.4K	Buy	+12	New	+$1.4K	﹤0.01%	3020
2021 Q3	–	Sell	-120	Closed	-$2K	–	2858
2021 Q2	$2K	Hold	120	–	–	﹤0.01%	2655
2021 Q1	$3K	Buy	+120	New	+$3K	﹤0.01%	2798