Geneos Wealth Management’s Illumina ILMN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $28.3K | Buy |
297
+11
| +4% | +$1.05K | ﹤0.01% | 1865 |
|
2025
Q1 | $61.3K | Buy |
286
+4
| +1% | +$857 | ﹤0.01% | 1811 |
|
2024
Q4 | $37.7K | Buy |
282
+36
| +15% | +$4.81K | ﹤0.01% | 1432 |
|
2024
Q3 | $32.1K | Buy |
246
+232
| +1,657% | +$30.3K | ﹤0.01% | 1365 |
|
2024
Q2 | $1.46K | Hold |
14
| – | – | ﹤0.01% | 1938 |
|
2024
Q1 | $1.92K | Sell |
14
-94
| -87% | -$12.9K | ﹤0.01% | 1905 |
|
2023
Q4 | $14.6K | Buy |
108
+1
| +0.9% | +$135 | ﹤0.01% | 1449 |
|
2023
Q3 | $14.3K | Buy |
107
+3
| +3% | +$400 | ﹤0.01% | 1474 |
|
2023
Q2 | $18.9K | Buy |
104
+23
| +28% | +$4.19K | ﹤0.01% | 1399 |
|
2023
Q1 | $18.4K | Sell |
81
-6
| -7% | -$1.36K | ﹤0.01% | 1373 |
|
2022
Q4 | $17.2K | Hold |
87
| – | – | ﹤0.01% | 1377 |
|
2022
Q3 | $16K | Sell |
87
-191
| -69% | -$35.1K | ﹤0.01% | 1393 |
|
2022
Q2 | $51K | Hold |
278
| – | – | ﹤0.01% | 1275 |
|
2022
Q1 | $94K | Buy |
278
+62
| +29% | +$21K | ﹤0.01% | 1116 |
|
2021
Q4 | $79K | Buy |
216
+16
| +8% | +$5.85K | ﹤0.01% | 1265 |
|
2021
Q3 | $76K | Hold |
200
| – | – | ﹤0.01% | 1277 |
|
2021
Q2 | $92K | Sell |
200
-134
| -40% | -$61.6K | ﹤0.01% | 1192 |
|
2021
Q1 | $127K | Buy |
334
+4
| +1% | +$1.52K | ﹤0.01% | 1190 |
|
2020
Q4 | $75K | Buy |
330
+78
| +31% | +$17.7K | ﹤0.01% | 1262 |
|
2020
Q3 | $73K | Hold |
252
| – | – | ﹤0.01% | 1073 |
|
2020
Q2 | $88K | Sell |
252
-260
| -51% | -$90.8K | ﹤0.01% | 976 |
|
2020
Q1 | $133K | Buy |
512
+5
| +1% | +$1.3K | 0.01% | 747 |
|
2019
Q4 | $163K | Hold |
507
| – | – | 0.01% | 774 |
|
2019
Q3 | $148K | Buy |
507
+50
| +11% | +$14.6K | 0.01% | 757 |
|
2019
Q2 | $163K | Buy |
457
+128
| +39% | +$45.7K | 0.01% | 733 |
|
2019
Q1 | $99K | Sell |
329
-51
| -13% | -$15.3K | 0.01% | 867 |
|
2018
Q4 | $110K | Sell |
380
-119
| -24% | -$34.4K | 0.01% | 808 |
|
2018
Q3 | $178K | Buy |
499
+304
| +156% | +$108K | 0.01% | 678 |
|
2018
Q2 | $53K | Sell |
195
-232
| -54% | -$63.1K | ﹤0.01% | 1012 |
|
2018
Q1 | $98K | Buy |
427
+170
| +66% | +$39K | 0.01% | 760 |
|
2017
Q4 | $54K | Hold |
257
| – | – | ﹤0.01% | 970 |
|
2017
Q3 | $49K | Hold |
257
| – | – | ﹤0.01% | 950 |
|
2017
Q2 | $43K | Hold |
257
| – | – | ﹤0.01% | 982 |
|
2017
Q1 | $42K | Sell |
257
-15
| -6% | -$2.45K | ﹤0.01% | 951 |
|
2016
Q4 | $33K | Hold |
272
| – | – | ﹤0.01% | 987 |
|
2016
Q3 | $48K | Buy |
272
+15
| +6% | +$2.65K | 0.01% | 826 |
|
2016
Q2 | $35K | Hold |
257
| – | – | 0.01% | 925 |
|
2016
Q1 | $41K | Buy |
+257
| New | +$41K | 0.01% | 859 |
|