Geneos Wealth Management’s Idacorp IDA Stock Holding History

Geneos Wealth Management’s Portfolio IDA Stock Details IDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$472K	Buy	4,091 +2,660	+186%	+$307K	0.01%	728
2025 Q1	$268K	Buy	1,431 +907	+173%	+$170K	﹤0.01%	1116
2024 Q4	$57.3K	Buy	524 +1	+0.2%	+$109	﹤0.01%	1265
2024 Q3	$53.9K	Buy	523 +165	+46%	+$17K	﹤0.01%	1176
2024 Q2	$33.3K	Hold	358	–	–	﹤0.01%	1208
2024 Q1	$33.3K	Hold	358	–	–	﹤0.01%	1208
2023 Q4	$35.2K	Hold	358	–	–	﹤0.01%	1174
2023 Q3	$33.5K	Hold	358	–	–	﹤0.01%	1193
2023 Q2	$36.7K	Hold	358	–	–	﹤0.01%	1180
2023 Q1	$38.8K	Hold	358	–	–	﹤0.01%	1146
2022 Q4	$38.6K	Hold	358	–	–	﹤0.01%	1138
2022 Q3	$35K	Hold	358	–	–	﹤0.01%	1148
2022 Q2	$39K	Hold	358	–	–	﹤0.01%	1388
2022 Q1	$41K	Hold	358	–	–	﹤0.01%	1466
2021 Q4	$40K	Hold	358	–	–	﹤0.01%	1574
2021 Q3	$37K	Hold	358	–	–	﹤0.01%	1632
2021 Q2	$34K	Hold	358	–	–	﹤0.01%	1651
2021 Q1	$36K	Hold	358	–	–	﹤0.01%	1798
2020 Q4	$36K	Sell	358 -310	-46%	-$31.2K	﹤0.01%	1612
2020 Q3	$53K	Hold	668	–	–	﹤0.01%	1224
2020 Q2	$56K	Hold	668	–	–	﹤0.01%	1167
2020 Q1	$60K	Buy	668 +310	+87%	+$27.8K	﹤0.01%	1043
2019 Q4	$38K	Sell	358 -331	-48%	-$35.1K	﹤0.01%	1399
2019 Q3	$77K	Sell	689 -9	-1%	-$1.01K	﹤0.01%	994
2019 Q2	$70K	Buy	698 +340	+95%	+$34.1K	﹤0.01%	1037
2019 Q1	$35K	Sell	358 -8	-2%	-$782	﹤0.01%	1322
2018 Q4	$33K	Hold	366	–	–	﹤0.01%	1291
2018 Q3	$36K	Hold	366	–	–	﹤0.01%	1321
2018 Q2	$33K	Hold	366	–	–	﹤0.01%	1235
2018 Q1	$32K	Hold	366	–	–	﹤0.01%	1200
2017 Q4	$33K	Buy	366 +60	+20%	+$5.41K	﹤0.01%	1187
2017 Q3	$26K	Hold	306	–	–	﹤0.01%	1226
2017 Q2	$26K	Hold	306	–	–	﹤0.01%	1175
2017 Q1	$25K	Buy	306 +246	+410%	+$20.1K	﹤0.01%	1159
2016 Q4	$4K	Hold	60	–	–	﹤0.01%	1690
2016 Q3	$4K	Buy	+60	New	+$4K	﹤0.01%	1631