Geneos Wealth Management’s Icon ICLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $37.8K | Sell |
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|
2025
Q2 | $78.7K | Sell |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $119K | Sell |
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|
2024
Q3 | $168K | Buy |
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|
2024
Q2 | $154K | Sell |
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|
2024
Q1 | $184K | Buy |
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|
2023
Q4 | $154K | Sell |
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|
2023
Q3 | $150K | Hold |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $125K | Hold |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | $103K | Sell |
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|
2022
Q2 | $124K | Sell |
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|
2022
Q1 | $146K | Sell |
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|
2021
Q4 | $196K | Buy |
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|
2021
Q3 | $159K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $362K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $87K | Hold |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $93K | Sell |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $84K | Buy |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $79K | Buy |
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|
2018
Q2 | $68K | Buy |
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|
2018
Q1 | $52K | Sell |
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|
2017
Q4 | $64K | Buy |
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|
2017
Q3 | $60K | Sell |
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|
2017
Q2 | $81K | Hold |
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|
2017
Q1 | $66K | Sell |
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|
2016
Q4 | $65K | Hold |
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|
2016
Q3 | $67K | Hold |
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|
2016
Q2 | $61K | Buy |
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|
2016
Q1 | $60K | Buy |
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