Geneos Wealth Management’s Kirby Corp KEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.45K | Hold |
41
| – | – | ﹤0.01% | 2146 |
|
|
2025
Q4 | $4.52K | Hold |
41
| – | – | ﹤0.01% | 2167 |
|
|
2025
Q3 | $3.42K | Buy |
41
+14
| +52% | +$1.41K | ﹤0.01% | 2225 |
|
|
2025
Q2 | $3.06K | Sell |
27
-208
| -89% | -$21.8K | ﹤0.01% | 2716 |
|
|
2025
Q1 | $23.7K | Buy |
235
+148
| +170% | +$15.4K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $9.21K | Buy |
87
+51
| +142% | +$6.15K | ﹤0.01% | 2077 |
|
|
2024
Q3 | $4.41K | Buy |
+36
| New | +$4.29K | ﹤0.01% | 2107 |
|
|
2022
Q1 | – | Sell |
-41
| Closed | -$2K | – | 2875 |
|
|
2021
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2584 |
|
|
2021
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 2754 |
|
|
2021
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 2666 |
|
|
2021
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 2897 |
|
|
2020
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2702 |
|
|
2020
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 2534 |
|
|
2020
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 2361 |
|
|
2020
Q1 | $1K | Hold |
41
| – | – | ﹤0.01% | 2383 |
|
|
2019
Q4 | $3K | Hold |
41
| – | – | ﹤0.01% | 2306 |
|
|
2019
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 2233 |
|
|
2019
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 2159 |
|
|
2018
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2205 |
|
|
2018
Q3 | $3K | Hold |
41
| – | – | ﹤0.01% | 2190 |
|
|
2018
Q2 | $3K | Hold |
41
| – | – | ﹤0.01% | 2046 |
|
|
2018
Q1 | $3K | Hold |
41
| – | – | ﹤0.01% | 1960 |
|
|
2017
Q4 | $2K | Hold |
41
| – | – | ﹤0.01% | 2027 |
|
|
2017
Q3 | $2K | Hold |
41
| – | – | ﹤0.01% | 1979 |
|
|
2017
Q2 | $2K | Hold |
41
| – | – | ﹤0.01% | 1936 |
|
|
2017
Q1 | $2K | Hold |
41
| – | – | ﹤0.01% | 1896 |
|
|
2016
Q4 | $2K | Sell |
41
-22
| -35% | -$1.39K | ﹤0.01% | 1870 |
|
|
2016
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 1700 |
|
|
2016
Q2 | $3K | Sell |
63
-20
| -24% | -$1.31K | ﹤0.01% | 1620 |
|
|
2016
Q1 | $5K | Buy |
+83
| New | +$4.53K | ﹤0.01% | 1489 |
|
Other funds holding KEX
VPM
VCM
