Geneos Wealth Management’s NewMarket NEU Stock Holding History

Geneos Wealth Management’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$11.1K	Buy
2025 Q1	$12.5K	Buy
2024 Q4	$2.11K	Hold
2024 Q3	$2.21K	Buy
2019 Q3	–	Sell
2019 Q2	$2K	Sell
2019 Q1	$3K	Sell
2018 Q4	$5K	Hold
2018 Q3	$5K	Buy