Geneos Wealth Management’s Ichor Holdings ICHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.7K	Sell	800 -800	-50%	-$15.7K	﹤0.01%	2138
2025 Q1	$36.2K	Buy	1,600 +1,200	+300%	+$27.1K	﹤0.01%	2074
2024 Q4	$12.9K	Hold	400	–	–	﹤0.01%	1938
2024 Q3	$12.7K	Hold	400	–	–	﹤0.01%	1738
2024 Q2	$15.4K	Hold	400	–	–	﹤0.01%	1420
2024 Q1	$15.4K	Hold	400	–	–	﹤0.01%	1437
2023 Q4	$13.5K	Hold	400	–	–	﹤0.01%	1469
2023 Q3	$12.4K	Hold	400	–	–	﹤0.01%	1505
2023 Q2	$15K	Hold	400	–	–	﹤0.01%	1465
2023 Q1	$13.1K	Hold	400	–	–	﹤0.01%	1477
2022 Q4	$10.7K	Hold	400	–	–	﹤0.01%	1512
2022 Q3	$9K	Sell	400 -1,600	-80%	-$36K	﹤0.01%	1541
2022 Q2	$44K	Sell	2,000 -500	-20%	-$11K	﹤0.01%	1341
2022 Q1	$89K	Buy	2,500 +2,100	+525%	+$74.8K	﹤0.01%	1137
2021 Q4	$18K	Hold	400	–	–	﹤0.01%	1936
2021 Q3	$16K	Hold	400	–	–	﹤0.01%	2030
2021 Q2	$20K	Hold	400	–	–	﹤0.01%	1919
2021 Q1	$22K	Hold	400	–	–	﹤0.01%	2033
2020 Q4	$21K	Hold	400	–	–	﹤0.01%	1872
2020 Q3	$8K	Hold	400	–	–	﹤0.01%	2025
2020 Q2	$10K	Sell	400 -400	-50%	-$10K	﹤0.01%	1912
2020 Q1	$16K	Hold	800	–	–	﹤0.01%	1602
2019 Q4	$27K	Sell	800 -800	-50%	-$27K	﹤0.01%	1557
2019 Q3	$38K	Hold	1,600	–	–	﹤0.01%	1312
2019 Q2	$37K	Hold	1,600	–	–	﹤0.01%	1342
2019 Q1	$36K	Hold	1,600	–	–	﹤0.01%	1301
2018 Q4	$25K	Sell	1,600 -4,000	-71%	-$62.5K	﹤0.01%	1402
2018 Q3	$114K	Hold	5,600	–	–	0.01%	842
2018 Q2	$118K	Buy	+5,600	New	+$118K	0.01%	729