Geneos Wealth Management’s H&R Block HRB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$73.9K	Sell	1,346 -501	-27%	-$27.5K	﹤0.01%	1386
2025 Q1	$251K	Buy	1,847 +434	+31%	+$59K	﹤0.01%	1134
2024 Q4	$74.7K	Buy	+1,413	New	+$74.7K	﹤0.01%	1170
2022 Q1	–	Sell	-1,000	Closed	-$23K	–	2855
2021 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1817
2021 Q3	$25K	Hold	1,000	–	–	﹤0.01%	1802
2021 Q2	$23K	Sell	1,000 -496	-33%	-$11.4K	﹤0.01%	1844
2021 Q1	$33K	Hold	1,496	–	–	﹤0.01%	1829
2020 Q4	$20K	Buy	1,496 +496	+50%	+$6.63K	﹤0.01%	1913
2020 Q3	$15K	Hold	1,000	–	–	﹤0.01%	1785
2020 Q2	$13K	Hold	1,000	–	–	﹤0.01%	1804
2020 Q1	$15K	Sell	1,000 -2,071	-67%	-$31.1K	﹤0.01%	1630
2019 Q4	$71K	Buy	3,071 +129	+4%	+$2.98K	﹤0.01%	1086
2019 Q3	$68K	Hold	2,942	–	–	﹤0.01%	1040
2019 Q2	$86K	Sell	2,942 -296	-9%	-$8.65K	0.01%	959
2019 Q1	$77K	Sell	3,238 -241	-7%	-$5.73K	0.01%	958
2018 Q4	$87K	Buy	3,479 +180	+5%	+$4.5K	0.01%	882
2018 Q3	$84K	Buy	3,299 +2,299	+230%	+$58.5K	0.01%	952
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	1404
2018 Q1	$25K	Hold	1,000	–	–	﹤0.01%	1299
2017 Q4	$26K	Hold	1,000	–	–	﹤0.01%	1284
2017 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1225
2017 Q2	$30K	Hold	1,000	–	–	﹤0.01%	1117
2017 Q1	$23K	Hold	1,000	–	–	﹤0.01%	1189
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1142
2016 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1087
2016 Q2	$23K	Hold	1,000	–	–	﹤0.01%	1071
2016 Q1	$26K	Buy	+1,000	New	+$26K	﹤0.01%	1009