Geneos Wealth Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $857K | Sell |
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2025
Q1 | $1.43M | Sell |
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2024
Q4 | $5.41M | Buy |
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2024
Q3 | $6.62M | Buy |
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2024
Q2 | $7M | Sell |
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2024
Q1 | $6.22M | Sell |
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2023
Q4 | $5.81M | Sell |
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2023
Q3 | $5.35M | Buy |
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2023
Q2 | $5.5M | Buy |
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2023
Q1 | $3.6M | Sell |
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2022
Q4 | $4.37M | Sell |
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2022
Q3 | $4.59M | Buy |
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2022
Q2 | $4.48M | Buy |
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2022
Q1 | $5.33M | Sell |
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2021
Q4 | $7.02M | Buy |
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2021
Q3 | $5.45M | Buy |
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2021
Q2 | $4.64M | Buy |
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2021
Q1 | $27K | Buy |
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2020
Q4 | $16K | Buy |
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2020
Q3 | $5K | Hold |
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2020
Q2 | $5K | Hold |
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2020
Q1 | $3K | Sell |
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2019
Q4 | $40K | Sell |
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2019
Q3 | $37K | Hold |
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2019
Q2 | $28K | Sell |
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2019
Q1 | $40K | Buy |
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2018
Q4 | $2K | Hold |
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2018
Q3 | $2K | Hold |
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2018
Q2 | $2K | Hold |
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2018
Q1 | $3K | Hold |
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2017
Q4 | $2K | Hold |
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2017
Q3 | $2K | Hold |
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2017
Q2 | $2K | Hold |
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2017
Q1 | $2K | Hold |
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2016
Q4 | $2K | Hold |
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2016
Q3 | $1K | Hold |
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2016
Q2 | $2K | Hold |
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2016
Q1 | $2K | Buy |
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