GWM
NAPA

Geneos Wealth Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Geneos Wealth Management’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-346
Closed -$6K – 3158
2021
Q1 		$6K Buy
+346
New +$6K ﹤0.01% 2623