Geneos Wealth Management’s Moody's MCO Stock Holding History

Geneos Wealth Management’s Portfolio MCO Stock Details MCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$329K	Sell	656 -752	-53%	-$377K	0.01%	836
2025 Q1	$656K	Buy	1,408 +1,127	+401%	+$525K	0.01%	802
2024 Q4	$133K	Buy	281 +10	+4%	+$4.73K	﹤0.01%	972
2024 Q3	$129K	Buy	271 +156	+136%	+$74K	﹤0.01%	887
2024 Q2	$48.4K	Buy	115 +11	+11%	+$4.63K	﹤0.01%	1083
2024 Q1	$40.9K	Hold	104	–	–	﹤0.01%	1139
2023 Q4	$40.6K	Sell	104 -19	-15%	-$7.42K	﹤0.01%	1126
2023 Q3	$38.9K	Buy	123 +23	+23%	+$7.27K	﹤0.01%	1151
2023 Q2	$34.8K	Hold	100	–	–	﹤0.01%	1193
2023 Q1	$30.6K	Sell	100 -100	-50%	-$30.6K	﹤0.01%	1216
2022 Q4	$55.7K	Sell	200 -100	-33%	-$27.9K	﹤0.01%	1016
2022 Q3	$72K	Hold	300	–	–	0.01%	905
2022 Q2	$82K	Hold	300	–	–	﹤0.01%	1088
2022 Q1	$101K	Hold	300	–	–	﹤0.01%	1089
2021 Q4	$117K	Hold	300	–	–	﹤0.01%	1101
2021 Q3	$107K	Hold	300	–	–	﹤0.01%	1150
2021 Q2	$110K	Sell	300 -11	-4%	-$4.03K	﹤0.01%	1128
2021 Q1	$101K	Buy	311 +3	+1%	+$974	﹤0.01%	1306
2020 Q4	$91K	Buy	308 +8	+3%	+$2.36K	﹤0.01%	1187
2020 Q3	$84K	Hold	300	–	–	﹤0.01%	1022
2020 Q2	$80K	Buy	300 +194	+183%	+$51.7K	﹤0.01%	1019
2020 Q1	$23K	Hold	106	–	–	﹤0.01%	1449
2019 Q4	$25K	Hold	106	–	–	﹤0.01%	1592
2019 Q3	$21K	Hold	106	–	–	﹤0.01%	1580
2019 Q2	$20K	Hold	106	–	–	﹤0.01%	1627
2019 Q1	$19K	Buy	106 +6	+6%	+$1.08K	﹤0.01%	1600
2018 Q4	$13K	Hold	100	–	–	﹤0.01%	1693
2018 Q3	$16K	Hold	100	–	–	﹤0.01%	1678
2018 Q2	$17K	Hold	100	–	–	﹤0.01%	1523
2018 Q1	$16K	Hold	100	–	–	﹤0.01%	1481
2017 Q4	$14K	Sell	100 -224	-69%	-$31.4K	﹤0.01%	1516
2017 Q3	$45K	Hold	324	–	–	﹤0.01%	997
2017 Q2	$39K	Hold	324	–	–	﹤0.01%	1025
2017 Q1	$36K	Sell	324 -4	-1%	-$444	﹤0.01%	1017
2016 Q4	$31K	Sell	328 -350	-52%	-$33.1K	﹤0.01%	1015
2016 Q3	$73K	Buy	678 +4	+0.6%	+$431	0.01%	678
2016 Q2	$63K	Hold	674	–	–	0.01%	726
2016 Q1	$65K	Buy	+674	New	+$65K	0.01%	715