Geneos Wealth Management’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16K | Sell |
91
-54
| -37% | -$9.48K | ﹤0.01% | 2132 |
|
|
2025
Q1 | $26.2K | Buy |
145
+132
| +1,015% | +$23.9K | ﹤0.01% | 2220 |
|
|
2024
Q4 | $2.72K | Hold |
13
| – | – | ﹤0.01% | 2517 |
|
|
2024
Q3 | $2.79K | Buy |
+13
| New | +$2.79K | ﹤0.01% | 2218 |
|
|
2023
Q1 | – | Sell |
-70
| Closed | -$16K | – | 2071 |
|
|
2022
Q4 | $16K | Buy |
+70
| New | +$16K | ﹤0.01% | 1403 |
|
|
2021
Q2 | – | Sell |
-38
| Closed | -$8K | – | 2979 |
|
|
2021
Q1 | $8K | Buy |
+38
| New | +$8K | ﹤0.01% | 2475 |
|
|
2020
Q4 | – | Sell |
-21
| Closed | -$3K | – | 2937 |
|
|
2020
Q3 | $3K | Hold |
21
| – | – | ﹤0.01% | 2314 |
|
|
2020
Q2 | $3K | Hold |
21
| – | – | ﹤0.01% | 2277 |
|
|
2020
Q1 | $2K | Hold |
21
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q4 | $3K | Sell |
21
-48
| -70% | -$6.86K | ﹤0.01% | 2303 |
|
|
2019
Q3 | $11K | Hold |
69
| – | – | ﹤0.01% | 1859 |
|
|
2019
Q2 | $11K | Hold |
69
| – | – | ﹤0.01% | 1876 |
|
|
2019
Q1 | $10K | Sell |
69
-115
| -63% | -$16.7K | ﹤0.01% | 1840 |
|
|
2018
Q4 | $22K | Sell |
184
-55
| -23% | -$6.58K | ﹤0.01% | 1458 |
|
|
2018
Q3 | $36K | Buy |
+239
| New | +$36K | ﹤0.01% | 1322 |
|
|
2018
Q1 | – | Sell |
-69
| Closed | -$9K | – | 2204 |
|
|
2017
Q4 | $9K | Hold |
69
| – | – | ﹤0.01% | 1671 |
|
|
2017
Q3 | $8K | Hold |
69
| – | – | ﹤0.01% | 1639 |
|
|
2017
Q2 | $7K | Hold |
69
| – | – | ﹤0.01% | 1637 |
|
|
2017
Q1 | $6K | Hold |
69
| – | – | ﹤0.01% | 1643 |
|
|
2016
Q4 | $6K | Hold |
69
| – | – | ﹤0.01% | 1579 |
|
|
2016
Q3 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 1512 |
|