Geneos Wealth Management’s Jack Henry & Associates JKHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-409	Closed	-$73.7K	–	2842
2025 Q2	$73.7K	Sell	409 -471	-54%	-$83.6K	﹤0.01%	1388
2025 Q1	$161K	Buy	880 +748	+567%	+$131K	﹤0.01%	1330
2024 Q4	$23.1K	Buy	+132	New	+$23.6K	﹤0.01%	1662
2022 Q1	–	Sell	-59	Closed	-$9K	–	2872
2021 Q4	$9K	Buy	59 +14	+31%	+$2.27K	﹤0.01%	2218
2021 Q3	$7K	Hold	45	–	–	﹤0.01%	2352
2021 Q2	$7K	Sell	45 -623	-93%	-$99.5K	﹤0.01%	2337
2021 Q1	$108K	Buy	668 +52	+8%	+$7.93K	﹤0.01%	1268
2020 Q4	$6K	Buy	616 +571	+1,269%	+$90.7K	﹤0.01%	2422
2020 Q3	$7K	Sell	45 -7	-13%	-$1.22K	﹤0.01%	2070
2020 Q2	$9K	Sell	52 -38	-42%	-$6.62K	﹤0.01%	1949
2020 Q1	$13K	Sell	90 -150	-63%	-$23.3K	﹤0.01%	1692
2019 Q4	$35K	Buy	240 +5	+2%	+$730	﹤0.01%	1436
2019 Q3	$33K	Buy	235 +134	+133%	+$19K	﹤0.01%	1375
2019 Q2	$13K	Buy	101 +14	+16%	+$1.94K	﹤0.01%	1811
2019 Q1	$12K	Buy	+87	New	+$11.5K	﹤0.01%	1776
2016 Q4	–	Sell	-50	Closed	-$4K	–	2073
2016 Q3	$4K	Hold	50	–	–	﹤0.01%	1634
2016 Q2	$4K	Hold	50	–	–	﹤0.01%	1570
2016 Q1	$4K	Buy	+50	New	+$4.01K	﹤0.01%	1550