Geneos Wealth Management’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Buy |
16
+7
| +78% | +$4.84K | ﹤0.01% | 2280 |
|
|
2025
Q1 | $12.5K | Buy |
9
+5
| +125% | +$6.92K | ﹤0.01% | 2502 |
|
|
2024
Q4 | $2.11K | Hold |
4
| – | – | ﹤0.01% | 2582 |
|
|
2024
Q3 | $2.21K | Buy |
+4
| New | +$2.21K | ﹤0.01% | 2278 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | -$2K | – | 2531 |
|
|
2019
Q2 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 2321 |
|
|
2019
Q1 | $3K | Sell |
9
-4
| -31% | -$1.33K | ﹤0.01% | 2167 |
|
|
2018
Q4 | $5K | Hold |
13
| – | – | ﹤0.01% | 1991 |
|
|
2018
Q3 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 2063 |
|