GWM
Geneos Wealth Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Sell |
957
-1,151
| -55% | -$1.03M | 0.02% | 570 |
|
|
2025
Q1 | $1.43M | Sell |
2,108
-6,484
| -75% | -$4.41M | 0.02% | 568 |
|
|
2024
Q4 | $5.41M | Buy |
8,592
+45
| +0.5% | +$28.4K | 0.19% | 122 |
|
|
2024
Q3 | $6.62M | Buy |
8,547
+54
| +0.6% | +$41.8K | 0.25% | 93 |
|
|
2024
Q2 | $7M | Sell |
8,493
-410
| -5% | -$338K | 0.31% | 75 |
|
|
2024
Q1 | $6.22M | Sell |
8,903
-1,093
| -11% | -$764K | 0.28% | 79 |
|
|
2023
Q4 | $5.81M | Sell |
9,996
-1,658
| -14% | -$964K | 0.29% | 80 |
|
|
2023
Q3 | $5.35M | Buy |
11,654
+307
| +3% | +$141K | 0.28% | 90 |
|
|
2023
Q2 | $5.5M | Buy |
11,347
+2,336
| +26% | +$1.13M | 0.29% | 84 |
|
|
2023
Q1 | $3.6M | Sell |
9,011
-2,567
| -22% | -$1.02M | 0.22% | 120 |
|
|
2022
Q4 | $4.37M | Sell |
11,578
-3,584
| -24% | -$1.35M | 0.26% | 103 |
|
|
2022
Q3 | $4.59M | Buy |
15,162
+39
| +0.3% | +$11.8K | 0.32% | 75 |
|
|
2022
Q2 | $4.48M | Buy |
15,123
+569
| +4% | +$169K | 0.22% | 109 |
|
|
2022
Q1 | $5.33M | Sell |
14,554
-1,766
| -11% | -$646K | 0.23% | 103 |
|
|
2021
Q4 | $7.02M | Buy |
16,320
+65
| +0.4% | +$28K | 0.27% | 83 |
|
|
2021
Q3 | $5.45M | Buy |
16,255
+1,383
| +9% | +$464K | 0.21% | 112 |
|
|
2021
Q2 | $4.64M | Buy |
14,872
+14,786
| +17,193% | +$4.61M | 0.18% | 132 |
|
|
2021
Q1 | $27K | Buy |
86
+5
| +6% | +$1.57K | ﹤0.01% | 1920 |
|
|
2020
Q4 | $16K | Buy |
81
+53
| +189% | +$10.5K | ﹤0.01% | 2030 |
|
|
2020
Q3 | $5K | Hold |
28
| – | – | ﹤0.01% | 2177 |
|
|
2020
Q2 | $5K | Hold |
28
| – | – | ﹤0.01% | 2149 |
|
|
2020
Q1 | $3K | Sell |
28
-200
| -88% | -$21.4K | ﹤0.01% | 2174 |
|
|
2019
Q4 | $40K | Sell |
228
-10
| -4% | -$1.75K | ﹤0.01% | 1366 |
|
|
2019
Q3 | $37K | Hold |
238
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q2 | $28K | Sell |
238
-98
| -29% | -$11.5K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $40K | Buy |
336
+308
| +1,100% | +$36.7K | ﹤0.01% | 1246 |
|
|
2018
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2206 |
|
|
2018
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 2259 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 2112 |
|
|
2018
Q1 | $3K | Hold |
28
| – | – | ﹤0.01% | 1961 |
|
|
2017
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 2028 |
|
|
2017
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1937 |
|
|
2017
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1897 |
|
|
2016
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1871 |
|
|
2016
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 1893 |
|
|
2016
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1688 |
|
|
2016
Q1 | $2K | Buy |
+28
| New | +$2K | ﹤0.01% | 1667 |
|