Geneos Wealth Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $796K | Sell |
|
|||||
|
2025
Q2 | $704K | Buy |
|
|||||
|
2025
Q1 | $14.4K | Buy |
|
|||||
|
2024
Q4 | $5.76K | Buy |
|
|||||
|
2024
Q3 | $2.74K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $315K | Hold |
|
|||||
|
2021
Q3 | $327K | Sell |
|
|||||
|
2021
Q2 | $337K | Hold |
|
|||||
|
2021
Q1 | $320K | Buy |
|
|||||
|
2020
Q4 | $302K | Buy |
|
|||||
|
2020
Q3 | $144K | Buy |
|
|||||
|
2020
Q2 | $120K | Buy |
|