Geneos Wealth Management’s Kelly Services Class A KELYA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-200	Closed	-$3K	–	2873
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	2527
2021 Q3	$3K	Hold	200	–	–	﹤0.01%	2574
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	2511
2021 Q1	$5K	Hold	200	–	–	﹤0.01%	2653
2020 Q4	$4K	Hold	200	–	–	﹤0.01%	2542
2020 Q3	$3K	Hold	200	–	–	﹤0.01%	2319
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	2360
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	2264
2019 Q4	$4K	Hold	200	–	–	﹤0.01%	2232
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	2151
2019 Q2	$5K	Hold	200	–	–	﹤0.01%	2115
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	2094
2018 Q4	$4K	Sell	200 -200	-50%	-$4K	﹤0.01%	2052
2018 Q3	$9K	Sell	400 -495	-55%	-$11.1K	﹤0.01%	1878
2018 Q2	$20K	Hold	895	–	–	﹤0.01%	1444
2018 Q1	$25K	Hold	895	–	–	﹤0.01%	1300
2017 Q4	$24K	Hold	895	–	–	﹤0.01%	1310
2017 Q3	$22K	Hold	895	–	–	﹤0.01%	1284
2017 Q2	$20K	Sell	895 -525	-37%	-$11.7K	﹤0.01%	1280
2017 Q1	$31K	Hold	1,420	–	–	﹤0.01%	1073
2016 Q4	$32K	Hold	1,420	–	–	﹤0.01%	1000
2016 Q3	$27K	Hold	1,420	–	–	﹤0.01%	1023
2016 Q2	$26K	Hold	1,420	–	–	﹤0.01%	1027
2016 Q1	$27K	Buy	+1,420	New	+$27K	﹤0.01%	1000