Geneos Wealth Management’s IQVIA IQV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
9,611
-8,784
| -48% | -$1.38M | 0.04% | 428 |
|
|
2025
Q1 | $3.24M | Buy |
18,395
+10,171
| +124% | +$1.79M | 0.05% | 376 |
|
|
2024
Q4 | $1.62M | Buy |
8,224
+13
| +0.2% | +$2.56K | 0.06% | 328 |
|
|
2024
Q3 | $1.95M | Sell |
8,211
-3,967
| -33% | -$940K | 0.07% | 287 |
|
|
2024
Q2 | $2.57M | Buy |
12,178
+40
| +0.3% | +$8.46K | 0.11% | 209 |
|
|
2024
Q1 | $3.07M | Buy |
12,138
+649
| +6% | +$164K | 0.14% | 181 |
|
|
2023
Q4 | $2.66M | Buy |
11,489
+157
| +1% | +$36.3K | 0.13% | 188 |
|
|
2023
Q3 | $2.23M | Buy |
11,332
+1,616
| +17% | +$318K | 0.11% | 200 |
|
|
2023
Q2 | $2.18M | Buy |
9,716
+4,590
| +90% | +$1.03M | 0.11% | 203 |
|
|
2023
Q1 | $1.02M | Sell |
5,126
-956
| -16% | -$190K | 0.06% | 285 |
|
|
2022
Q4 | $1.25M | Sell |
6,082
-812
| -12% | -$166K | 0.08% | 239 |
|
|
2022
Q3 | $1.25M | Sell |
6,894
-974
| -12% | -$176K | 0.09% | 219 |
|
|
2022
Q2 | $1.69M | Sell |
7,868
-1,021
| -11% | -$220K | 0.08% | 228 |
|
|
2022
Q1 | $2.06M | Buy |
8,889
+253
| +3% | +$58.5K | 0.09% | 219 |
|
|
2021
Q4 | $2.44M | Buy |
8,636
+657
| +8% | +$185K | 0.09% | 221 |
|
|
2021
Q3 | $1.93M | Buy |
7,979
+275
| +4% | +$66.4K | 0.07% | 254 |
|
|
2021
Q2 | $1.92M | Sell |
7,704
-943
| -11% | -$235K | 0.07% | 246 |
|
|
2021
Q1 | $2.03M | Sell |
8,647
-864
| -9% | -$203K | 0.06% | 284 |
|
|
2020
Q4 | $1.82M | Buy |
9,511
+882
| +10% | +$168K | 0.07% | 248 |
|
|
2020
Q3 | $1.31M | Sell |
8,629
-260
| -3% | -$39.5K | 0.07% | 252 |
|
|
2020
Q2 | $1.21M | Buy |
8,889
+1,182
| +15% | +$161K | 0.07% | 259 |
|
|
2020
Q1 | $825K | Buy |
7,707
+4,279
| +125% | +$458K | 0.06% | 279 |
|
|
2019
Q4 | $529K | Buy |
3,428
+204
| +6% | +$31.5K | 0.03% | 423 |
|
|
2019
Q3 | $477K | Buy |
3,224
+76
| +2% | +$11.2K | 0.03% | 416 |
|
|
2019
Q2 | $515K | Buy |
3,148
+280
| +10% | +$45.8K | 0.03% | 394 |
|
|
2019
Q1 | $412K | Buy |
2,868
+124
| +5% | +$17.8K | 0.03% | 451 |
|
|
2018
Q4 | $312K | Buy |
2,744
+1,072
| +64% | +$122K | 0.02% | 476 |
|
|
2018
Q3 | $216K | Buy |
1,672
+365
| +28% | +$47.2K | 0.01% | 614 |
|
|
2018
Q2 | $130K | Buy |
1,307
+124
| +10% | +$12.3K | 0.01% | 703 |
|
|
2018
Q1 | $116K | Buy |
1,183
+162
| +16% | +$15.9K | 0.01% | 699 |
|
|
2017
Q4 | $99K | Buy |
+1,021
| New | +$99K | 0.01% | 744 |
|