GWM
Geneos Wealth Management’s NVIDIA NVDA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.1M | Sell |
259,898
-182,348
| -41% | -$28.8M | 1% | 10 |
|
|
2025
Q1 | $59.9M | Buy |
442,246
+219,304
| +98% | +$29.7M | 0.86% | 11 |
|
|
2024
Q4 | $29.9M | Buy |
222,942
+28,825
| +15% | +$3.87M | 1.05% | 12 |
|
|
2024
Q3 | $23.6M | Buy |
194,117
+44,968
| +30% | +$5.46M | 0.9% | 15 |
|
|
2024
Q2 | $18.4M | Buy |
149,149
+135,314
| +978% | +$16.7M | 0.82% | 23 |
|
|
2024
Q1 | $12.5M | Buy |
13,835
+192
| +1% | +$173K | 0.57% | 33 |
|
|
2023
Q4 | $6.76M | Sell |
13,643
-97
| -0.7% | -$48K | 0.33% | 65 |
|
|
2023
Q3 | $5.98M | Buy |
13,740
+1,043
| +8% | +$454K | 0.31% | 76 |
|
|
2023
Q2 | $5.37M | Buy |
12,697
+243
| +2% | +$103K | 0.28% | 87 |
|
|
2023
Q1 | $3.46M | Sell |
12,454
-3,897
| -24% | -$1.08M | 0.21% | 129 |
|
|
2022
Q4 | $2.39M | Buy |
16,351
+432
| +3% | +$63.1K | 0.14% | 161 |
|
|
2022
Q3 | $1.93M | Sell |
15,919
-17,619
| -53% | -$2.14M | 0.13% | 167 |
|
|
2022
Q2 | $4.87M | Buy |
33,538
+5,788
| +21% | +$840K | 0.24% | 103 |
|
|
2022
Q1 | $7.57M | Buy |
27,750
+5,741
| +26% | +$1.57M | 0.33% | 61 |
|
|
2021
Q4 | $6.47M | Buy |
22,009
+76
| +0.3% | +$22.4K | 0.25% | 92 |
|
|
2021
Q3 | $4.56M | Buy |
21,933
+16,422
| +298% | +$3.41M | 0.17% | 142 |
|
|
2021
Q2 | $4.52M | Sell |
5,511
-4,449
| -45% | -$3.65M | 0.18% | 134 |
|
|
2021
Q1 | $5.98M | Sell |
9,960
-799
| -7% | -$480K | 0.17% | 147 |
|
|
2020
Q4 | $3.78M | Buy |
10,759
+3,731
| +53% | +$1.31M | 0.15% | 156 |
|
|
2020
Q3 | $3.62M | Buy |
7,028
+1,100
| +19% | +$566K | 0.19% | 128 |
|
|
2020
Q2 | $2.17M | Sell |
5,928
-132
| -2% | -$48.3K | 0.12% | 177 |
|
|
2020
Q1 | $1.53M | Sell |
6,060
-324
| -5% | -$81.9K | 0.1% | 193 |
|
|
2019
Q4 | $1.51M | Sell |
6,384
-201
| -3% | -$47.6K | 0.08% | 240 |
|
|
2019
Q3 | $1.13M | Sell |
6,585
-352
| -5% | -$60.5K | 0.07% | 251 |
|
|
2019
Q2 | $1.14M | Sell |
6,937
-1,961
| -22% | -$322K | 0.07% | 250 |
|
|
2019
Q1 | $1.6M | Buy |
8,898
+2,308
| +35% | +$414K | 0.11% | 204 |
|
|
2018
Q4 | $880K | Buy |
6,590
+256
| +4% | +$34.2K | 0.07% | 268 |
|
|
2018
Q3 | $1.78M | Buy |
6,334
+483
| +8% | +$136K | 0.12% | 186 |
|
|
2018
Q2 | $1.39M | Sell |
5,851
-603
| -9% | -$143K | 0.11% | 185 |
|
|
2018
Q1 | $1.49M | Buy |
6,454
+841
| +15% | +$195K | 0.13% | 159 |
|
|
2017
Q4 | $1.09M | Buy |
5,613
+486
| +9% | +$94K | 0.1% | 195 |
|
|
2017
Q3 | $916K | Buy |
5,127
+132
| +3% | +$23.6K | 0.09% | 215 |
|
|
2017
Q2 | $722K | Buy |
4,995
+801
| +19% | +$116K | 0.07% | 234 |
|
|
2017
Q1 | $456K | Buy |
4,194
+729
| +21% | +$79.3K | 0.05% | 294 |
|
|
2016
Q4 | $369K | Buy |
3,465
+721
| +26% | +$76.8K | 0.05% | 318 |
|
|
2016
Q3 | $188K | Buy |
2,744
+11
| +0.4% | +$754 | 0.03% | 457 |
|
|
2016
Q2 | $127K | Buy |
2,733
+100
| +4% | +$4.65K | 0.02% | 535 |
|
|
2016
Q1 | $95K | Buy |
+2,633
| New | +$95K | 0.01% | 602 |
|