Geneos Wealth Management’s Linde LIN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.28M Sell
2,738
-4,184
-60% -$1.96M 0.03% 467
2025
Q1
$3.22M Buy
6,922
+4,707
+213% +$2.19M 0.05% 377
2024
Q4
$927K Buy
+2,215
New +$927K 0.03% 437
2023
Q1
Sell
-417
Closed -$136K 2077
2022
Q4
$136K Sell
417
-17
-4% -$5.55K 0.01% 751
2022
Q3
$117K Sell
434
-2,028
-82% -$547K 0.01% 753
2022
Q2
$702K Sell
2,462
-2
-0.1% -$570 0.03% 413
2022
Q1
$787K Sell
2,464
-19
-0.8% -$6.07K 0.03% 422
2021
Q4
$860K Sell
2,483
-300
-11% -$104K 0.03% 440
2021
Q3
$828K Buy
2,783
+1
+0% +$298 0.03% 439
2021
Q2
$811K Sell
2,782
-705
-20% -$206K 0.03% 426
2021
Q1
$996K Sell
3,487
-890
-20% -$254K 0.03% 424
2020
Q4
$845K Buy
4,377
+1,346
+44% +$260K 0.03% 399
2020
Q3
$705K Sell
3,031
-176
-5% -$40.9K 0.04% 357
2020
Q2
$663K Sell
3,207
-37
-1% -$7.65K 0.04% 360
2020
Q1
$542K Sell
3,244
-155
-5% -$25.9K 0.04% 362
2019
Q4
$721K Sell
3,399
-28
-0.8% -$5.94K 0.04% 360
2019
Q3
$656K Hold
3,427
0.04% 354
2019
Q2
$688K Buy
3,427
+5
+0.1% +$1K 0.04% 340
2019
Q1
$602K Buy
3,422
+165
+5% +$29K 0.04% 356
2018
Q4
$509K Buy
+3,257
New +$509K 0.04% 368