Geneos Wealth Management’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.27K | Sell |
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|
2025
Q2 | $52.5K | Hold |
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|
2025
Q1 | $118K | Sell |
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|
2024
Q4 | $82.2K | Sell |
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|
2024
Q3 | $82.8K | Buy |
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|
2024
Q2 | $4.82K | Buy |
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|
2024
Q1 | $2.24K | Sell |
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|
2023
Q4 | $3.96K | Buy |
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|
2023
Q3 | $1.03K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2021
Q4 | $1K | Sell |
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|
2021
Q3 | $51K | Hold |
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|
2021
Q2 | $45K | Sell |
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|
2021
Q1 | $232K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Buy |
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