Geneos Wealth Management’s H&R Block HRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.22K | Hold |
133
| – | – | ﹤0.01% | 2193 |
|
|
2025
Q4 | $5.8K | Hold |
133
| – | – | ﹤0.01% | 2108 |
|
|
2025
Q3 | $6.73K | Sell |
133
-1,213
| -90% | -$64.1K | ﹤0.01% | 2076 |
|
|
2025
Q2 | $73.9K | Sell |
1,346
-501
| -27% | -$28.9K | ﹤0.01% | 1386 |
|
|
2025
Q1 | $251K | Buy |
1,847
+434
| +31% | +$23.2K | ﹤0.01% | 1134 |
|
|
2024
Q4 | $74.7K | Buy |
+1,413
| New | +$83K | ﹤0.01% | 1170 |
|
|
2022
Q1 | – | Sell |
-1,000
| Closed | -$23K | – | 2856 |
|
|
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% | -$11.7K | ﹤0.01% | 1844 |
|
|
2021
Q1 | $33K | Hold |
1,496
| – | – | ﹤0.01% | 1829 |
|
|
2020
Q4 | $20K | Buy |
1,496
+496
| +50% | +$8.57K | ﹤0.01% | 1912 |
|
|
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% | -$43.4K | ﹤0.01% | 1630 |
|
|
2019
Q4 | $71K | Buy |
3,071
+129
| +4% | +$3.1K | ﹤0.01% | 1086 |
|
|
2019
Q3 | $68K | Hold |
2,942
| – | – | ﹤0.01% | 1040 |
|
|
2019
Q2 | $86K | Sell |
2,942
-296
| -9% | -$7.96K | 0.01% | 959 |
|
|
2019
Q1 | $77K | Sell |
3,238
-241
| -7% | -$5.92K | 0.01% | 958 |
|
|
2018
Q4 | $87K | Buy |
3,479
+180
| +5% | +$4.8K | 0.01% | 882 |
|
|
2018
Q3 | $84K | Buy |
3,299
+2,299
| +230% | +$58.3K | 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% | 1224 |
|
|
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 | +$31.4K | ﹤0.01% | 1009 |
|
Other funds holding HRB
VPM
VCM
