Geneos Wealth Management’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
23,256
-21,450
| -48% | -$15.8M | 0.42% | 51 |
|
|
2025
Q1 | $25.8M | Buy |
44,706
+27,729
| +163% | +$16M | 0.37% | 61 |
|
|
2024
Q4 | $9.94M | Buy |
16,977
+387
| +2% | +$227K | 0.35% | 61 |
|
|
2024
Q3 | $9.5M | Buy |
16,590
+1,308
| +9% | +$749K | 0.36% | 60 |
|
|
2024
Q2 | $7.71M | Buy |
15,282
+1,500
| +11% | +$756K | 0.34% | 65 |
|
|
2024
Q1 | $6.69M | Sell |
13,782
-487
| -3% | -$236K | 0.31% | 73 |
|
|
2023
Q4 | $5.05M | Sell |
14,269
-2,600
| -15% | -$920K | 0.25% | 102 |
|
|
2023
Q3 | $5.06M | Buy |
16,869
+1,387
| +9% | +$416K | 0.26% | 100 |
|
|
2023
Q2 | $4.44M | Buy |
15,482
+2,933
| +23% | +$842K | 0.23% | 117 |
|
|
2023
Q1 | $2.66M | Sell |
12,549
-1,928
| -13% | -$409K | 0.16% | 161 |
|
|
2022
Q4 | $1.74M | Sell |
14,477
-14,413
| -50% | -$1.73M | 0.11% | 198 |
|
|
2022
Q3 | $3.92M | Sell |
28,890
-6,518
| -18% | -$884K | 0.27% | 89 |
|
|
2022
Q2 | $5.67M | Sell |
35,408
-3,839
| -10% | -$614K | 0.28% | 77 |
|
|
2022
Q1 | $8.73M | Sell |
39,247
-6,519
| -14% | -$1.45M | 0.37% | 50 |
|
|
2021
Q4 | $15.4M | Sell |
45,766
-6,555
| -13% | -$2.21M | 0.59% | 30 |
|
|
2021
Q3 | $18M | Buy |
52,321
+1,144
| +2% | +$392K | 0.69% | 29 |
|
|
2021
Q2 | $18.2M | Sell |
51,177
-8,111
| -14% | -$2.88M | 0.71% | 27 |
|
|
2021
Q1 | $19.3M | Sell |
59,288
-147
| -0.2% | -$47.8K | 0.54% | 39 |
|
|
2020
Q4 | $15.3M | Buy |
59,435
+11,762
| +25% | +$3.03M | 0.61% | 31 |
|
|
2020
Q3 | $12.2M | Buy |
47,673
+1,391
| +3% | +$355K | 0.63% | 29 |
|
|
2020
Q2 | $10M | Buy |
46,282
+3,118
| +7% | +$674K | 0.56% | 34 |
|
|
2020
Q1 | $6.77M | Buy |
43,164
+1,560
| +4% | +$245K | 0.45% | 48 |
|
|
2019
Q4 | $8.66M | Buy |
41,604
+1,276
| +3% | +$266K | 0.46% | 46 |
|
|
2019
Q3 | $7.14M | Sell |
40,328
-445
| -1% | -$78.8K | 0.43% | 48 |
|
|
2019
Q2 | $7.88M | Sell |
40,773
-446
| -1% | -$86.2K | 0.49% | 42 |
|
|
2019
Q1 | $6.87M | Sell |
41,219
-4,506
| -10% | -$751K | 0.45% | 45 |
|
|
2018
Q4 | $6.11M | Sell |
45,725
-2,009
| -4% | -$268K | 0.45% | 46 |
|
|
2018
Q3 | $7.85M | Buy |
47,734
+18,230
| +62% | +$3M | 0.52% | 38 |
|
|
2018
Q2 | $5.73M | Sell |
29,504
-4,497
| -13% | -$874K | 0.45% | 53 |
|
|
2018
Q1 | $5.45M | Buy |
34,001
+2,775
| +9% | +$444K | 0.48% | 55 |
|
|
2017
Q4 | $5.51M | Buy |
31,226
+3,103
| +11% | +$548K | 0.49% | 50 |
|
|
2017
Q3 | $4.81M | Buy |
28,123
+677
| +2% | +$116K | 0.48% | 53 |
|
|
2017
Q2 | $4.14M | Buy |
27,446
+2,425
| +10% | +$366K | 0.43% | 64 |
|
|
2017
Q1 | $3.55M | Sell |
25,021
-4,359
| -15% | -$619K | 0.37% | 71 |
|
|
2016
Q4 | $3.38M | Buy |
29,380
+3,521
| +14% | +$405K | 0.45% | 54 |
|
|
2016
Q3 | $3.32M | Buy |
25,859
+1,642
| +7% | +$211K | 0.45% | 53 |
|
|
2016
Q2 | $2.77M | Buy |
24,217
+822
| +4% | +$93.9K | 0.4% | 59 |
|
|
2016
Q1 | $2.72M | Buy |
+23,395
| New | +$2.72M | 0.42% | 52 |
|