Geneos Wealth Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Buy |
11,302
+11,056
| +4,494% | +$689K | 0.02% | 615 |
|
|
2025
Q1 | $14.4K | Buy |
246
+168
| +215% | +$9.81K | ﹤0.01% | 2459 |
|
|
2024
Q4 | $5.76K | Buy |
78
+38
| +95% | +$2.81K | ﹤0.01% | 2283 |
|
|
2024
Q3 | $2.74K | Buy |
+40
| New | +$2.74K | ﹤0.01% | 2227 |
|
|
2022
Q1 | – | Sell |
-5,050
| Closed | -$315K | – | 2888 |
|
|
2021
Q4 | $315K | Hold |
5,050
| – | – | 0.01% | 719 |
|
|
2021
Q3 | $327K | Sell |
5,050
-850
| -14% | -$55K | 0.01% | 682 |
|
|
2021
Q2 | $337K | Hold |
5,900
| – | – | 0.01% | 659 |
|
|
2021
Q1 | $320K | Buy |
5,900
+500
| +9% | +$27.1K | 0.01% | 771 |
|
|
2020
Q4 | $302K | Buy |
5,400
+1,000
| +23% | +$55.9K | 0.01% | 674 |
|
|
2020
Q3 | $144K | Buy |
4,400
+400
| +10% | +$13.1K | 0.01% | 797 |
|
|
2020
Q2 | $120K | Buy |
+4,000
| New | +$120K | 0.01% | 834 |
|