Geneos Wealth Management’s Herbalife HLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04K | Sell |
121
-195
| -62% | -$1.68K | ﹤0.01% | 2973 |
|
|
2025
Q1 | $2.73K | Buy |
+316
| New | +$2.73K | ﹤0.01% | 2913 |
|
|
2024
Q4 | – | Sell |
-74
| Closed | -$532 | – | 2922 |
|
|
2024
Q3 | $532 | Buy |
+74
| New | +$532 | ﹤0.01% | 2546 |
|
|
2017
Q4 | – | Sell |
-150
| Closed | -$5K | – | 2190 |
|
|
2017
Q3 | $5K | Hold |
150
| – | – | ﹤0.01% | 1754 |
|
|
2017
Q2 | $5K | Hold |
150
| – | – | ﹤0.01% | 1717 |
|
|
2017
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 1740 |
|
|
2016
Q4 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 1766 |
|