GWM
NYC

Geneos Wealth Management’s American Strategic Investment Co NYC Stock Holding History

Geneos Wealth Management’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
2022
Q4 		$11.3K Hold
2022
Q3 		$20K Sell
2022
Q2 		$59K Sell
2022
Q1 		$154K Sell
2021
Q4 		$158K Sell
2021
Q3 		$285K Buy
2021
Q2 		$355K Sell
2021
Q1 		$251K Hold
2020
Q4 		$246K Buy
2020
Q3 		$106K Buy