Geneos Wealth Management’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Sell |
249
-1
| -0.4% | -$105 | ﹤0.01% | 1909 |
|
|
2025
Q1 | $66.3K | Buy |
250
+41
| +20% | +$10.9K | ﹤0.01% | 1775 |
|
|
2024
Q4 | $20.1K | Sell |
209
-17
| -8% | -$1.63K | ﹤0.01% | 1722 |
|
|
2024
Q3 | $18.5K | Buy |
226
+146
| +183% | +$12K | ﹤0.01% | 1588 |
|
|
2024
Q2 | $6.9K | Hold |
80
| – | – | ﹤0.01% | 1639 |
|
|
2024
Q1 | $6.53K | Hold |
80
| – | – | ﹤0.01% | 1655 |
|
|
2023
Q4 | $5.3K | Hold |
80
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q3 | $5.84K | Hold |
80
| – | – | ﹤0.01% | 1698 |
|
|
2023
Q2 | $5.05K | Hold |
80
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q1 | $4.7K | Hold |
80
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q4 | $4.93K | Hold |
80
| – | – | ﹤0.01% | 1707 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1690 |
|
|
2022
Q2 | $4K | Hold |
80
| – | – | ﹤0.01% | 2257 |
|
|
2022
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 2334 |
|
|
2021
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 2522 |
|
|
2021
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 2448 |
|
|
2021
Q2 | $6K | Sell |
80
-31
| -28% | -$2.33K | ﹤0.01% | 2383 |
|
|
2021
Q1 | $8K | Hold |
111
| – | – | ﹤0.01% | 2474 |
|
|
2020
Q4 | $5K | Buy |
111
+31
| +39% | +$1.4K | ﹤0.01% | 2471 |
|
|
2020
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 2313 |
|
|
2020
Q2 | $4K | Sell |
80
-250
| -76% | -$12.5K | ﹤0.01% | 2210 |
|
|
2020
Q1 | $17K | Hold |
330
| – | – | ﹤0.01% | 1576 |
|
|
2019
Q4 | $24K | Sell |
330
-300
| -48% | -$21.8K | ﹤0.01% | 1605 |
|
|
2019
Q3 | $34K | Sell |
630
-70
| -10% | -$3.78K | ﹤0.01% | 1361 |
|
|
2019
Q2 | $45K | Buy |
+700
| New | +$45K | ﹤0.01% | 1238 |
|