Geneos Wealth Management’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Sell |
27
-28
| -51% | -$11.3K | ﹤0.01% | 2287 |
|
|
2025
Q1 | $23.1K | Buy |
55
+46
| +511% | +$19.3K | ﹤0.01% | 2265 |
|
|
2024
Q4 | $4.36K | Sell |
9
-14
| -61% | -$6.78K | ﹤0.01% | 2383 |
|
|
2024
Q3 | $11.7K | Buy |
+23
| New | +$11.7K | ﹤0.01% | 1775 |
|
|
2022
Q3 | – | Sell |
-8
| Closed | -$1K | – | 2299 |
|
|
2022
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 2501 |
|
|
2022
Q1 | $2K | Hold |
8
| – | – | ﹤0.01% | 2547 |
|
|
2021
Q4 | $2K | Sell |
8
-350
| -98% | -$87.5K | ﹤0.01% | 2580 |
|
|
2021
Q3 | $109K | Sell |
358
-350
| -49% | -$107K | ﹤0.01% | 1137 |
|
|
2021
Q2 | $179K | Sell |
708
-47
| -6% | -$11.9K | 0.01% | 899 |
|
|
2021
Q1 | $147K | Hold |
755
| – | – | ﹤0.01% | 1110 |
|
|
2020
Q4 | $131K | Buy |
755
+47
| +7% | +$8.16K | 0.01% | 1019 |
|
|
2020
Q3 | $88K | Hold |
708
| – | – | ﹤0.01% | 993 |
|
|
2020
Q2 | $83K | Hold |
708
| – | – | ﹤0.01% | 1001 |
|
|
2020
Q1 | $74K | Hold |
708
| – | – | 0.01% | 954 |
|
|
2019
Q4 | $108K | Hold |
708
| – | – | 0.01% | 921 |
|
|
2019
Q3 | $100K | Hold |
708
| – | – | 0.01% | 894 |
|
|
2019
Q2 | $113K | Sell |
708
-33
| -4% | -$5.27K | 0.01% | 860 |
|
|
2019
Q1 | $112K | Buy |
741
+700
| +1,707% | +$106K | 0.01% | 823 |
|
|
2018
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 1983 |
|
|
2018
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 2016 |
|
|
2018
Q2 | $5K | Sell |
41
-32
| -44% | -$3.9K | ﹤0.01% | 1912 |
|
|
2018
Q1 | $8K | Sell |
73
-92
| -56% | -$10.1K | ﹤0.01% | 1722 |
|
|
2017
Q4 | $20K | Hold |
165
| – | – | ﹤0.01% | 1379 |
|
|
2017
Q3 | $20K | Hold |
165
| – | – | ﹤0.01% | 1318 |
|
|
2017
Q2 | $20K | Hold |
165
| – | – | ﹤0.01% | 1278 |
|
|
2017
Q1 | $17K | Hold |
165
| – | – | ﹤0.01% | 1299 |
|
|
2016
Q4 | $16K | Buy |
165
+100
| +154% | +$9.7K | ﹤0.01% | 1271 |
|
|
2016
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 1572 |
|
|
2016
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 1463 |
|
|
2016
Q1 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 1488 |
|