Geneos Wealth Management’s MongoDB MDB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.6K | Buy |
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|
2025
Q2 | $46.4K | Buy |
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|
2025
Q1 | $51.4K | Buy |
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|
2024
Q4 | $18.6K | Sell |
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|
2024
Q3 | $22.4K | Sell |
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|
2024
Q2 | $69.2K | Sell |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $113K | Sell |
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|
2023
Q3 | $96.1K | Sell |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $44.5K | Buy |
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|
2022
Q4 | $36K | Sell |
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|
2022
Q3 | $39K | Sell |
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|
2022
Q2 | $154K | Hold |
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|
2022
Q1 | $254K | Buy |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $913K | Sell |
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|
2021
Q1 | $883K | Hold |
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|
2020
Q4 | $787K | Sell |
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|
2020
Q3 | $697K | Buy |
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|
2020
Q2 | $651K | Buy |
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|
2020
Q1 | $379K | Hold |
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|
2019
Q4 | $384K | Buy |
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|
2019
Q3 | $321K | Buy |
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|
2019
Q2 | $397K | Buy |
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|
2019
Q1 | $352K | Buy |
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|
2018
Q4 | $177K | Hold |
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|
2018
Q3 | $179K | Buy |
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