Geneos Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Sell |
149
-157
| -51% | -$11K | ﹤0.01% | 2312 |
|
|
2025
Q1 | $20.9K | Buy |
306
+245
| +402% | +$16.7K | ﹤0.01% | 2300 |
|
|
2024
Q4 | $4.55K | Hold |
61
| – | – | ﹤0.01% | 2370 |
|
|
2024
Q3 | $5.68K | Buy |
61
+51
| +510% | +$4.75K | ﹤0.01% | 2034 |
|
|
2024
Q2 | $857 | Hold |
10
| – | – | ﹤0.01% | 2004 |
|
|
2024
Q1 | $839 | Hold |
10
| – | – | ﹤0.01% | 2061 |
|
|
2023
Q4 | $839 | Buy |
+10
| New | +$839 | ﹤0.01% | 2036 |
|
|
2022
Q1 | – | Sell |
-14
| Closed | -$1K | – | 2896 |
|
|
2021
Q4 | $1K | Sell |
14
-178
| -93% | -$12.7K | ﹤0.01% | 2692 |
|
|
2021
Q3 | $16K | Buy |
+192
| New | +$16K | ﹤0.01% | 2033 |
|
|
2017
Q1 | – | Sell |
-62
| Closed | -$3K | – | 2110 |
|
|
2016
Q4 | $3K | Hold |
62
| – | – | ﹤0.01% | 1773 |
|
|
2016
Q3 | $3K | Buy |
+62
| New | +$3K | ﹤0.01% | 1707 |
|