GWM
Geneos Wealth Management’s NOV NOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758 | Sell |
61
-4
| -6% | -$50 | ﹤0.01% | 3046 |
|
|
2025
Q1 | $1.98K | Buy |
+65
| New | +$1.98K | ﹤0.01% | 2973 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$799 | – | 2938 |
|
|
2024
Q3 | $799 | Buy |
+50
| New | +$799 | ﹤0.01% | 2486 |
|
|
2024
Q2 | – | Sell |
-72
| Closed | -$1.41K | – | 2145 |
|
|
2024
Q1 | $1.41K | Buy |
+72
| New | +$1.41K | ﹤0.01% | 1962 |
|
|
2022
Q3 | – | Sell |
-160
| Closed | -$2K | – | 2391 |
|
|
2022
Q2 | $2K | Sell |
160
-200
| -56% | -$2.5K | ﹤0.01% | 2408 |
|
|
2022
Q1 | $7K | Hold |
360
| – | – | ﹤0.01% | 2235 |
|
|
2021
Q4 | $4K | Hold |
360
| – | – | ﹤0.01% | 2468 |
|
|
2021
Q3 | $4K | Hold |
360
| – | – | ﹤0.01% | 2518 |
|
|
2021
Q2 | $5K | Sell |
360
-401
| -53% | -$5.57K | ﹤0.01% | 2453 |
|
|
2021
Q1 | $10K | Buy |
761
+401
| +111% | +$5.27K | ﹤0.01% | 2388 |
|
|
2020
Q4 | $5K | Sell |
360
-1,425
| -80% | -$19.8K | ﹤0.01% | 2487 |
|
|
2020
Q3 | $16K | Sell |
1,785
-81
| -4% | -$726 | ﹤0.01% | 1758 |
|
|
2020
Q2 | $22K | Sell |
1,866
-236
| -11% | -$2.78K | ﹤0.01% | 1580 |
|
|
2020
Q1 | $21K | Buy |
2,102
+5
| +0.2% | +$50 | ﹤0.01% | 1494 |
|
|
2019
Q4 | $52K | Sell |
2,097
-31
| -1% | -$769 | ﹤0.01% | 1228 |
|
|
2019
Q3 | $46K | Buy |
2,128
+3
| +0.1% | +$65 | ﹤0.01% | 1222 |
|
|
2019
Q2 | $47K | Sell |
2,125
-348
| -14% | -$7.7K | ﹤0.01% | 1223 |
|
|
2019
Q1 | $65K | Buy |
2,473
+2
| +0.1% | +$53 | ﹤0.01% | 1016 |
|
|
2018
Q4 | $63K | Sell |
2,471
-448
| -15% | -$11.4K | ﹤0.01% | 997 |
|
|
2018
Q3 | $125K | Buy |
2,919
+2
| +0.1% | +$86 | 0.01% | 809 |
|
|
2018
Q2 | $126K | Buy |
2,917
+222
| +8% | +$9.59K | 0.01% | 710 |
|
|
2018
Q1 | $99K | Buy |
2,695
+200
| +8% | +$7.35K | 0.01% | 757 |
|
|
2017
Q4 | $89K | Buy |
2,495
+2
| +0.1% | +$71 | 0.01% | 787 |
|
|
2017
Q3 | $89K | Buy |
2,493
+231
| +10% | +$8.25K | 0.01% | 731 |
|
|
2017
Q2 | $74K | Sell |
2,262
-532
| -19% | -$17.4K | 0.01% | 784 |
|
|
2017
Q1 | $112K | Sell |
2,794
-3,137
| -53% | -$126K | 0.01% | 630 |
|
|
2016
Q4 | $222K | Sell |
5,931
-3,227
| -35% | -$121K | 0.03% | 436 |
|
|
2016
Q3 | $336K | Buy |
9,158
+37
| +0.4% | +$1.36K | 0.05% | 326 |
|
|
2016
Q2 | $314K | Sell |
9,121
-333
| -4% | -$11.5K | 0.05% | 338 |
|
|
2016
Q1 | $279K | Buy |
+9,454
| New | +$279K | 0.04% | 355 |
|