Geneos Wealth Management’s US Global Investors GROW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$2.67K | – | 2088 |
|
|
2023
Q1 | $2.67K | Hold |
1,000
| – | – | ﹤0.01% | 1861 |
|
|
2022
Q4 | $2.89K | Hold |
1,000
| – | – | ﹤0.01% | 1823 |
|
|
2022
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 1838 |
|
|
2022
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2255 |
|
|
2022
Q1 | $5K | Hold |
1,000
| – | – | ﹤0.01% | 2332 |
|
|
2021
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 2457 |
|
|
2021
Q3 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 2387 |
|
|
2021
Q2 | $6K | Hold |
1,000
| – | – | ﹤0.01% | 2381 |
|
|
2021
Q1 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 2532 |
|
|
2020
Q4 | $7K | Hold |
1,000
| – | – | ﹤0.01% | 2360 |
|
|
2020
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2464 |
|
|
2020
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2373 |
|
|
2019
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2466 |
|
|
2019
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 2301 |
|
|
2019
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2404 |
|
|
2019
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2320 |
|
|
2018
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2302 |
|
|
2018
Q3 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2343 |
|
|
2018
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 2187 |
|
|
2018
Q1 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 2031 |
|
|
2017
Q4 | $3K | Buy |
+1,000
| New | +$3K | ﹤0.01% | 1941 |
|