Geneos Wealth Management’s ORIX IX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.3K | Sell |
2,056
-2,059
| -50% | -$46.4K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $86K | Buy |
4,115
+3,880
| +1,651% | +$81.1K | ﹤0.01% | 1651 |
|
|
2024
Q4 | $4.99K | Hold |
235
| – | – | ﹤0.01% | 2335 |
|
|
2024
Q3 | $5.45K | Buy |
235
+165
| +236% | +$3.83K | ﹤0.01% | 2049 |
|
|
2024
Q2 | $1.56K | Hold |
70
| – | – | ﹤0.01% | 1926 |
|
|
2024
Q1 | $1.54K | Hold |
70
| – | – | ﹤0.01% | 1938 |
|
|
2023
Q4 | $1.31K | Buy |
+70
| New | +$1.31K | ﹤0.01% | 1983 |
|
|
2022
Q2 | – | Sell |
-65
| Closed | -$1K | – | 2688 |
|
|
2022
Q1 | $1K | Buy |
+65
| New | +$1K | ﹤0.01% | 2656 |
|