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Geneos Wealth Management’s Morningstar MORN Stock Holding History

Geneos Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47.4K Sell
151
-327
-68% -$103K ﹤0.01% 1599
2025
Q1 		$143K Buy
478
+423
+769% +$127K ﹤0.01% 1384
2024
Q4 		$18.5K Buy
55
+2
+4% +$674 ﹤0.01% 1760
2024
Q3 		$16.9K Buy
+53
New +$16.9K ﹤0.01% 1623