GWM
Geneos Wealth Management’s Liberty Energy LBRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700 | Sell |
61
-61
| -50% | -$700 | ﹤0.01% | 3064 |
|
|
2025
Q1 | $1.93K | Buy |
+122
| New | +$1.93K | ﹤0.01% | 2980 |
|
|
2018
Q4 | – | Sell |
-125
| Closed | -$2K | – | 2440 |
|
|
2018
Q3 | $2K | Hold |
125
| – | – | ﹤0.01% | 2261 |
|
|
2018
Q2 | $2K | Buy |
+125
| New | +$2K | ﹤0.01% | 2114 |
|