Geneos Wealth Management’s Healthcare Services Group HCSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2K | Sell |
1,142
-1,142
| -50% | -$17.2K | ﹤0.01% | 2102 |
|
|
2025
Q1 | $23K | Buy |
2,284
+1,142
| +100% | +$11.5K | ﹤0.01% | 2268 |
|
|
2024
Q4 | $13.3K | Hold |
1,142
| – | – | ﹤0.01% | 1924 |
|
|
2024
Q3 | $12.8K | Hold |
1,142
| – | – | ﹤0.01% | 1737 |
|
|
2024
Q2 | $12.1K | Hold |
1,142
| – | – | ﹤0.01% | 1501 |
|
|
2024
Q1 | $14.3K | Hold |
1,142
| – | – | ﹤0.01% | 1458 |
|
|
2023
Q4 | $11.8K | Sell |
1,142
-400
| -26% | -$4.15K | ﹤0.01% | 1510 |
|
|
2023
Q3 | $16.1K | Sell |
1,542
-7
| -0.5% | -$73 | ﹤0.01% | 1443 |
|
|
2023
Q2 | $23.1K | Buy |
1,549
+400
| +35% | +$5.97K | ﹤0.01% | 1324 |
|
|
2023
Q1 | $15.9K | Sell |
1,149
-400
| -26% | -$5.55K | ﹤0.01% | 1415 |
|
|
2022
Q4 | $18.6K | Hold |
1,549
| – | – | ﹤0.01% | 1352 |
|
|
2022
Q3 | $18K | Hold |
1,549
| – | – | ﹤0.01% | 1357 |
|
|
2022
Q2 | $27K | Buy |
1,549
+100
| +7% | +$1.74K | ﹤0.01% | 1545 |
|
|
2022
Q1 | $26K | Buy |
1,449
+300
| +26% | +$5.38K | ﹤0.01% | 1670 |
|
|
2021
Q4 | $20K | Sell |
1,149
-80
| -7% | -$1.39K | ﹤0.01% | 1889 |
|
|
2021
Q3 | $31K | Buy |
1,229
+7
| +0.6% | +$177 | ﹤0.01% | 1710 |
|
|
2021
Q2 | $38K | Sell |
1,222
-491
| -29% | -$15.3K | ﹤0.01% | 1612 |
|
|
2021
Q1 | $51K | Sell |
1,713
-119
| -6% | -$3.54K | ﹤0.01% | 1623 |
|
|
2020
Q4 | $34K | Buy |
1,832
+610
| +50% | +$11.3K | ﹤0.01% | 1644 |
|
|
2020
Q3 | $25K | Hold |
1,222
| – | – | ﹤0.01% | 1548 |
|
|
2020
Q2 | $28K | Buy |
1,222
+1,142
| +1,428% | +$26.2K | ﹤0.01% | 1467 |
|
|
2020
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 2375 |
|
|
2019
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 2468 |
|
|
2019
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 2406 |
|
|
2019
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 2310 |
|
|
2019
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 2238 |
|
|
2018
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 2112 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 2184 |
|
|
2018
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 2039 |
|
|
2018
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1954 |
|
|
2017
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 1873 |
|
|
2017
Q3 | $4K | Hold |
80
| – | – | ﹤0.01% | 1818 |
|
|
2017
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1808 |
|
|
2016
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1762 |
|
|
2016
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1696 |
|