Geneos Wealth Management’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $914 | Sell |
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|
2025
Q2 | $10.5K | Sell |
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|
2025
Q1 | $20.9K | Buy |
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|
2024
Q4 | $4.55K | Hold |
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|
2024
Q3 | $5.68K | Buy |
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|
2024
Q2 | $857 | Hold |
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|
2024
Q1 | $839 | Hold |
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|
2023
Q4 | $839 | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $16K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Buy |
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