Geneos Wealth Management’s HubSpot HUBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.2K | Sell |
144
-32
| -18% | -$17.8K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $232K | Buy |
176
+112
| +175% | +$148K | ﹤0.01% | 1165 |
|
|
2024
Q4 | $44.6K | Buy |
64
+5
| +8% | +$3.48K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $31.4K | Buy |
59
+55
| +1,375% | +$29.2K | ﹤0.01% | 1374 |
|
|
2024
Q2 | $2.36K | Sell |
4
-45
| -92% | -$26.5K | ﹤0.01% | 1861 |
|
|
2024
Q1 | $30.7K | Buy |
49
+45
| +1,125% | +$28.2K | ﹤0.01% | 1235 |
|
|
2023
Q4 | $2.32K | Buy |
4
+1
| +33% | +$581 | ﹤0.01% | 1894 |
|
|
2023
Q3 | $1.48K | Buy |
+3
| New | +$1.48K | ﹤0.01% | 1978 |
|
|
2021
Q2 | – | Sell |
-45
| Closed | -$23K | – | 2970 |
|
|
2021
Q1 | $23K | Buy |
+45
| New | +$23K | ﹤0.01% | 2003 |
|
|
2020
Q2 | – | Sell |
-60
| Closed | -$7K | – | 2586 |
|
|
2020
Q1 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 1934 |
|