Geneos Wealth Management’s Grifois GRFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-110
| Closed | -$994 | – | 2774 |
|
|
2025
Q2 | $994 | Sell |
110
-4
| -4% | -$31 | ﹤0.01% | 2985 |
|
|
2025
Q1 | $1.62K | Sell |
114
-160
| -58% | -$1.21K | ﹤0.01% | 3002 |
|
|
2024
Q4 | $2.04K | Buy |
+274
| New | +$2.29K | ﹤0.01% | 2593 |
|
|
2021
Q3 | – | Sell |
-146
| Closed | -$2K | – | 2859 |
|
|
2021
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 2656 |
|
|
2021
Q1 | $2K | Hold |
146
| – | – | ﹤0.01% | 2884 |
|
|
2020
Q4 | $2K | Sell |
146
-35
| -19% | -$649 | ﹤0.01% | 2693 |
|
|
2020
Q3 | $2K | Buy |
181
+32
| +21% | +$565 | ﹤0.01% | 2411 |
|
|
2020
Q2 | $2K | Hold |
149
| – | – | ﹤0.01% | 2355 |
|
|
2020
Q1 | $3K | Hold |
149
| – | – | ﹤0.01% | 2169 |
|
|
2019
Q4 | $3K | Hold |
149
| – | – | ﹤0.01% | 2296 |
|
|
2019
Q3 | $3K | Sell |
149
-7
| -4% | -$150 | ﹤0.01% | 2222 |
|
|
2019
Q2 | $3K | Hold |
156
| – | – | ﹤0.01% | 2224 |
|
|
2019
Q1 | $3K | Hold |
156
| – | – | ﹤0.01% | 2150 |
|
|
2018
Q4 | $2K | Buy |
156
+10
| +7% | +$199 | ﹤0.01% | 2196 |
|
|
2018
Q3 | $3K | Hold |
146
| – | – | ﹤0.01% | 2182 |
|
|
2018
Q2 | $3K | Hold |
146
| – | – | ﹤0.01% | 2037 |
|
|
2018
Q1 | $3K | Hold |
146
| – | – | ﹤0.01% | 1952 |
|
|
2017
Q4 | $3K | Hold |
146
| – | – | ﹤0.01% | 1940 |
|
|
2017
Q3 | $3K | Hold |
146
| – | – | ﹤0.01% | 1893 |
|
|
2017
Q2 | $3K | Hold |
146
| – | – | ﹤0.01% | 1845 |
|
|
2017
Q1 | $2K | Sell |
146
-62
| -30% | -$1.08K | ﹤0.01% | 1887 |
|
|
2016
Q4 | $3K | Hold |
208
| – | – | ﹤0.01% | 1761 |
|
|
2016
Q3 | $3K | Buy |
208
+62
| +42% | +$1.02K | ﹤0.01% | 1693 |
|
|
2016
Q2 | $2K | Hold |
146
| – | – | ﹤0.01% | 1680 |
|
|
2016
Q1 | $2K | Buy |
+146
| New | +$2.21K | ﹤0.01% | 1663 |
|
Other funds holding GRFS
BIP
PIP
BCIM
