Geneos Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.7K | Sell |
623
-681
| -52% | -$60.9K | ﹤0.01% | 1510 |
|
|
2025
Q1 | $98.9K | Buy |
1,304
+1,170
| +873% | +$88.8K | ﹤0.01% | 1582 |
|
|
2024
Q4 | $10.4K | Hold |
134
| – | – | ﹤0.01% | 2041 |
|
|
2024
Q3 | $9.78K | Buy |
+134
| New | +$9.78K | ﹤0.01% | 1852 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$1.8K | – | 2128 |
|
|
2023
Q2 | $1.8K | Hold |
36
| – | – | ﹤0.01% | 1939 |
|
|
2023
Q1 | $1.97K | Hold |
36
| – | – | ﹤0.01% | 1902 |
|
|
2022
Q4 | $2.21K | Hold |
36
| – | – | ﹤0.01% | 1863 |
|
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1849 |
|
|
2022
Q2 | $1K | Hold |
36
| – | – | ﹤0.01% | 2519 |
|
|
2022
Q1 | $2K | Sell |
36
-3
| -8% | -$167 | ﹤0.01% | 2558 |
|
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 2593 |
|
|
2021
Q3 | $2K | Buy |
39
+3
| +8% | +$154 | ﹤0.01% | 2655 |
|
|
2021
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 2672 |
|
|
2021
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 3042 |
|
|
2020
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 2812 |
|
|
2020
Q3 | $1K | Buy |
36
+3
| +9% | +$83 | ﹤0.01% | 2548 |
|
|
2020
Q2 | $1K | Sell |
33
-231
| -88% | -$7K | ﹤0.01% | 2487 |
|
|
2020
Q1 | $8K | Sell |
264
-180
| -41% | -$5.46K | ﹤0.01% | 1896 |
|
|
2019
Q4 | $15K | Hold |
444
| – | – | ﹤0.01% | 1807 |
|
|
2019
Q3 | $14K | Hold |
444
| – | – | ﹤0.01% | 1760 |
|
|
2019
Q2 | $14K | Hold |
444
| – | – | ﹤0.01% | 1784 |
|
|
2019
Q1 | $12K | Buy |
444
+84
| +23% | +$2.27K | ﹤0.01% | 1777 |
|
|
2018
Q4 | $9K | Buy |
+360
| New | +$9K | ﹤0.01% | 1823 |
|
|
2018
Q1 | – | Sell |
-54
| Closed | -$1K | – | 2217 |
|
|
2017
Q4 | $1K | Buy |
+54
| New | +$1K | ﹤0.01% | 2113 |
|