Geneos Wealth Management’s Kulicke & Soffa KLIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-606
| Closed | -$21K | – | 2855 |
|
|
2025
Q2 | $21K | Sell |
606
-118
| -16% | -$3.84K | ﹤0.01% | 2006 |
|
|
2025
Q1 | $23.9K | Buy |
724
+625
| +631% | +$25.6K | ﹤0.01% | 1868 |
|
|
2024
Q4 | $4.62K | Buy |
99
+24
| +32% | +$1.13K | ﹤0.01% | 2365 |
|
|
2024
Q3 | $3.38K | Buy |
+75
| New | +$3.32K | ﹤0.01% | 2176 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$4.86K | – | 2138 |
|
|
2023
Q3 | $4.86K | Hold |
100
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q2 | $5.95K | Hold |
100
| – | – | ﹤0.01% | 1699 |
|
|
2023
Q1 | $5.27K | Buy |
+100
| New | +$5.2K | ﹤0.01% | 1713 |
|
|
2022
Q4 | – | Sell |
-100
| Closed | -$3K | – | 2059 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1789 |
|
|
2022
Q2 | $3K | Sell |
100
-31
| -24% | -$1.53K | ﹤0.01% | 2316 |
|
|
2022
Q1 | $7K | Buy |
131
+31
| +31% | +$1.71K | ﹤0.01% | 2228 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2351 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2450 |
|
|
2021
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2447 |
|
|
2021
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2655 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2416 |
|
|
2020
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2362 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2265 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2377 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2305 |
|
|
2019
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2315 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2242 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2207 |
|
|
2018
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2260 |
|
|
2018
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 2113 |
|
|
2018
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2040 |
|
|
2017
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2029 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1981 |
|
|
2017
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2005 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1898 |
|
|
2016
Q4 | $1K | Hold |
100
| – | – | ﹤0.01% | 1966 |
|
|
2016
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 1894 |
|
|
2016
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 1749 |
|
|
2016
Q1 | $1K | Buy |
+100
| New | +$1.09K | ﹤0.01% | 1729 |
|
Other funds holding KLIC
CCM
Geneos Wealth Management's KLIC Position: Q3 2025 in Review
Geneos Wealth Management sold out of Kulicke & Soffa (KLIC) in Q3 2025, closing a stake of 606 shares — an estimated $21K sold.
Geneos Wealth Management first reported a position in KLIC in Q1 2016 and held it in 34 quarters. The position peaked at $23.9K in Q1 2025. 295 funds tracked by Wall St. Rank hold KLIC as of Q3 2025.
- Geneos Wealth Management reported no remaining Kulicke & Soffa position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 606 Kulicke & Soffa shares in Q3 2025, an estimated $21K.
- Geneos Wealth Management first reported a position in Kulicke & Soffa in Q1 2016 and held it in 34 quarters.
- Geneos Wealth Management's Kulicke & Soffa position peaked at $23.9K in Q1 2025.
- 295 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.