Geneos Wealth Management’s Jackson Financial JXN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$201K	Buy	1,906 +132	+7%	+$14.8K	﹤0.01%	956
2025 Q4	$189K	Buy	1,774 +9	+0.5%	+$895	﹤0.01%	943
2025 Q3	$179K	Buy	1,765 +432	+32%	+$40.4K	﹤0.01%	939
2025 Q2	$118K	Sell	1,333 -704	-35%	-$57K	﹤0.01%	1184
2025 Q1	$171K	Buy	2,037 +1,355	+199%	+$120K	﹤0.01%	1303
2024 Q4	$59.4K	Sell	682 -376	-36%	-$36.7K	﹤0.01%	1252
2024 Q3	$96.5K	Buy	1,058 +5	+0.5%	+$417	﹤0.01%	977
2024 Q2	$78.2K	Sell	1,053 -108	-9%	-$7.72K	﹤0.01%	936
2024 Q1	$76.8K	Sell	1,161 -1,055	-48%	-$57.3K	﹤0.01%	934
2023 Q4	$113K	Sell	2,216 -935	-30%	-$41.1K	0.01%	802
2023 Q3	$120K	Sell	3,151 -17,908	-85%	-$626K	0.01%	822
2023 Q2	$645K	Buy	21,059 +2,495	+13%	+$80.4K	0.03%	413
2023 Q1	$694K	Buy	18,564 +16,849	+982%	+$692K	0.04%	378
2022 Q4	$59.7K	Buy	+1,715	New	+$59.6K	﹤0.01%	988
2022 Q3	–	Sell	-100	Closed	-$2K	–	2318
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	2396
2022 Q1	$4K	Buy	+100	New	+$4.17K	﹤0.01%	2407