Geneos Wealth Management’s ING ING Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
9,429
-12,835
| -58% | -$281K | 0.01% | 979 |
|
|
2025
Q1 | $436K | Buy |
22,264
+17,617
| +379% | +$345K | 0.01% | 942 |
|
|
2024
Q4 | $72.8K | Buy |
4,647
+230
| +5% | +$3.6K | ﹤0.01% | 1177 |
|
|
2024
Q3 | $80.2K | Buy |
4,417
+4,033
| +1,050% | +$73.2K | ﹤0.01% | 1034 |
|
|
2024
Q2 | $6.58K | Sell |
384
-293
| -43% | -$5.02K | ﹤0.01% | 1652 |
|
|
2024
Q1 | $11.2K | Sell |
677
-496
| -42% | -$8.18K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $17.6K | Sell |
1,173
-341
| -23% | -$5.12K | ﹤0.01% | 1402 |
|
|
2023
Q3 | $20K | Sell |
1,514
-300
| -17% | -$3.95K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $24.4K | Buy |
1,814
+725
| +67% | +$9.77K | ﹤0.01% | 1307 |
|
|
2023
Q1 | $12.9K | Sell |
1,089
-725
| -40% | -$8.61K | ﹤0.01% | 1482 |
|
|
2022
Q4 | $22.1K | Hold |
1,814
| – | – | ﹤0.01% | 1306 |
|
|
2022
Q3 | $15K | Buy |
1,814
+418
| +30% | +$3.46K | ﹤0.01% | 1416 |
|
|
2022
Q2 | $13K | Hold |
1,396
| – | – | ﹤0.01% | 1856 |
|
|
2022
Q1 | $14K | Sell |
1,396
-8,200
| -85% | -$82.2K | ﹤0.01% | 1942 |
|
|
2021
Q4 | $133K | Sell |
9,596
-200
| -2% | -$2.77K | 0.01% | 1061 |
|
|
2021
Q3 | $143K | Sell |
9,796
-453
| -4% | -$6.61K | 0.01% | 1008 |
|
|
2021
Q2 | $135K | Sell |
10,249
-41,600
| -80% | -$548K | 0.01% | 1032 |
|
|
2021
Q1 | $660K | Hold |
51,849
| – | – | 0.02% | 556 |
|
|
2020
Q4 | $622K | Sell |
51,849
-21,435
| -29% | -$257K | 0.03% | 477 |
|
|
2020
Q3 | $506K | Hold |
73,284
| – | – | 0.03% | 426 |
|
|
2020
Q2 | $490K | Buy |
73,284
+54,700
| +294% | +$366K | 0.03% | 416 |
|
|
2020
Q1 | $112K | Buy |
18,584
+14,539
| +359% | +$87.6K | 0.01% | 800 |
|
|
2019
Q4 | $48K | Buy |
4,045
+551
| +16% | +$6.54K | ﹤0.01% | 1280 |
|
|
2019
Q3 | $36K | Buy |
3,494
+900
| +35% | +$9.27K | ﹤0.01% | 1338 |
|
|
2019
Q2 | $30K | Sell |
2,594
-50
| -2% | -$578 | ﹤0.01% | 1435 |
|
|
2019
Q1 | $32K | Hold |
2,644
| – | – | ﹤0.01% | 1356 |
|
|
2018
Q4 | $28K | Sell |
2,644
-963
| -27% | -$10.2K | ﹤0.01% | 1353 |
|
|
2018
Q3 | $46K | Sell |
3,607
-1,378
| -28% | -$17.6K | ﹤0.01% | 1208 |
|
|
2018
Q2 | $71K | Buy |
4,985
+136
| +3% | +$1.94K | 0.01% | 901 |
|
|
2018
Q1 | $82K | Buy |
4,849
+800
| +20% | +$13.5K | 0.01% | 820 |
|
|
2017
Q4 | $74K | Buy |
4,049
+187
| +5% | +$3.42K | 0.01% | 853 |
|
|
2017
Q3 | $71K | Sell |
3,862
-553
| -13% | -$10.2K | 0.01% | 822 |
|
|
2017
Q2 | $76K | Buy |
4,415
+832
| +23% | +$14.3K | 0.01% | 772 |
|
|
2017
Q1 | $54K | Buy |
3,583
+847
| +31% | +$12.8K | 0.01% | 855 |
|
|
2016
Q4 | $38K | Buy |
2,736
+1,400
| +105% | +$19.4K | 0.01% | 938 |
|
|
2016
Q3 | $16K | Buy |
1,336
+2
| +0.1% | +$24 | ﹤0.01% | 1209 |
|
|
2016
Q2 | $13K | Buy |
1,334
+429
| +47% | +$4.18K | ﹤0.01% | 1254 |
|
|
2016
Q1 | $10K | Buy |
+905
| New | +$10K | ﹤0.01% | 1303 |
|