Geneos Wealth Management’s Haleon HLN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$48.1K Sell
4,641
-8,934
-66% -$92.7K ﹤0.01% 1593
2025
Q1
$140K Buy
13,575
+9,932
+273% +$102K ﹤0.01% 1390
2024
Q4
$34.8K Buy
+3,643
New +$34.8K ﹤0.01% 1467