Geneos Wealth Management’s Insperity NSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26K | Sell |
|
|||||
|
2025
Q2 | $33.3K | Sell |
|
|||||
|
2025
Q1 | $139K | Buy |
|
|||||
|
2024
Q4 | $43.8K | Buy |
|
|||||
|
2024
Q3 | $49.6K | Sell |
|
|||||
|
2024
Q2 | $93.8K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $12.2K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $9K | Sell |
|
|||||
|
2021
Q1 | $22K | Hold |
|
|||||
|
2020
Q4 | $8K | Buy |
|
|||||
|
2020
Q3 | $6K | Hold |
|
|||||
|
2020
Q2 | $6K | Hold |
|
|||||
|
2020
Q1 | $3K | Hold |
|
|||||
|
2019
Q4 | $8K | Hold |
|
|||||
|
2019
Q3 | $9K | Buy |
|