Geneos Wealth Management’s Interpublic Group of Companies IPG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,327	Closed	-$57K	–	2828
2025 Q2	$57K	Sell	2,327 -3,697	-61%	-$89.9K	﹤0.01%	1498
2025 Q1	$164K	Buy	6,024 +2,765	+85%	+$75.8K	﹤0.01%	1321
2024 Q4	$91.3K	Sell	3,259 -40	-1%	-$1.19K	﹤0.01%	1101
2024 Q3	$104K	Buy	+3,299	New	+$101K	﹤0.01%	952
2023 Q4	–	Sell	-750	Closed	-$21.5K	–	2135
2023 Q3	$21.5K	Buy	+750	New	+$25K	﹤0.01%	1351
2022 Q2	–	Sell	-47	Closed	-$1K	–	2686
2022 Q1	$1K	Sell	47 -128	-73%	-$4.61K	﹤0.01%	2655
2021 Q4	$6K	Buy	+175	New	+$6.36K	﹤0.01%	2350
2021 Q2	–	Sell	-1,353	Closed	-$42K	–	2985
2021 Q1	$42K	Buy	+1,353	New	+$35.7K	﹤0.01%	1718
2020 Q1	–	Sell	-1,608	Closed	-$37K	–	2546
2019 Q4	$37K	Buy	1,608 +65	+4%	+$1.43K	﹤0.01%	1409
2019 Q3	$33K	Buy	1,543 +903	+141%	+$19.5K	﹤0.01%	1374
2019 Q2	$14K	Buy	+640	New	+$14.2K	﹤0.01%	1782
2017 Q3	–	Sell	-95	Closed	-$2K	–	2129
2017 Q2	$2K	Buy	+95	New	+$2.32K	﹤0.01%	1933