Geneos Wealth Management’s Omega Flex OFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-796
| Closed | -$24.8K | – | 2527 |
|
|
2025
Q3 | $24.8K | Hold |
796
| – | – | ﹤0.01% | 1646 |
|
|
2025
Q2 | $25.8K | Sell |
796
-796
| -50% | -$25.6K | ﹤0.01% | 1912 |
|
|
2025
Q1 | $55.4K | Buy |
1,592
+796
| +100% | +$30.9K | ﹤0.01% | 1866 |
|
|
2024
Q4 | $33.4K | Hold |
796
| – | – | ﹤0.01% | 1493 |
|
|
2024
Q3 | $39.7K | Hold |
796
| – | – | ﹤0.01% | 1284 |
|
|
2024
Q2 | $40.8K | Hold |
796
| – | – | ﹤0.01% | 1137 |
|
|
2024
Q1 | $56.5K | Hold |
796
| – | – | ﹤0.01% | 1023 |
|
|
2023
Q4 | $56.1K | Hold |
796
| – | – | ﹤0.01% | 1026 |
|
|
2023
Q3 | $62.7K | Hold |
796
| – | – | ﹤0.01% | 1014 |
|
|
2023
Q2 | $82.6K | Hold |
796
| – | – | ﹤0.01% | 932 |
|
|
2023
Q1 | $88.7K | Hold |
796
| – | – | 0.01% | 878 |
|
|
2022
Q4 | $74.3K | Hold |
796
| – | – | ﹤0.01% | 911 |
|
|
2022
Q3 | $73K | Hold |
796
| – | – | 0.01% | 898 |
|
|
2022
Q2 | $85K | Hold |
796
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q1 | $103K | Hold |
796
| – | – | ﹤0.01% | 1082 |
|
|
2021
Q4 | $101K | Sell |
796
-245
| -24% | -$32.6K | ﹤0.01% | 1166 |
|
|
2021
Q3 | $151K | Hold |
1,041
| – | – | 0.01% | 987 |
|
|
2021
Q2 | $156K | Hold |
1,041
| – | – | 0.01% | 962 |
|
|
2021
Q1 | $165K | Hold |
1,041
| – | – | ﹤0.01% | 1064 |
|
|
2020
Q4 | $163K | Sell |
1,041
-280
| -21% | -$44.2K | 0.01% | 911 |
|
|
2020
Q3 | $179K | Hold |
1,321
| – | – | 0.01% | 719 |
|
|
2020
Q2 | $132K | Hold |
1,321
| – | – | 0.01% | 800 |
|
|
2020
Q1 | $101K | Hold |
1,321
| – | – | 0.01% | 832 |
|
|
2019
Q4 | $148K | Hold |
1,321
| – | – | 0.01% | 805 |
|
|
2019
Q3 | $133K | Sell |
1,321
-679
| -34% | -$56.3K | 0.01% | 796 |
|
|
2019
Q2 | $153K | Hold |
2,000
| – | – | 0.01% | 760 |
|
|
2019
Q1 | $151K | Hold |
2,000
| – | – | 0.01% | 737 |
|
|
2018
Q4 | $108K | Hold |
2,000
| – | – | 0.01% | 814 |
|
|
2018
Q3 | $142K | Hold |
2,000
| – | – | 0.01% | 770 |
|
|
2018
Q2 | $158K | Hold |
2,000
| – | – | 0.01% | 625 |
|
|
2018
Q1 | $130K | Hold |
2,000
| – | – | 0.01% | 658 |
|
|
2017
Q4 | $142K | Hold |
2,000
| – | – | 0.01% | 635 |
|
|
2017
Q3 | $143K | Hold |
2,000
| – | – | 0.01% | 605 |
|
|
2017
Q2 | $128K | Buy |
+2,000
| New | +$116K | 0.01% | 621 |
|
Other funds holding OFLX
PWP
HAIM
Geneos Wealth Management's OFLX Position: Q4 2025 in Review
Geneos Wealth Management sold out of Omega Flex (OFLX) in Q4 2025, closing a stake of 796 shares — an estimated $24.8K sold.
Geneos Wealth Management first reported a position in OFLX in Q2 2017 and held it in 34 quarters. The position peaked at $179K in Q3 2020. 104 funds tracked by Wall St. Rank hold OFLX as of Q4 2025.
- Geneos Wealth Management reported no remaining Omega Flex position as of Q4 2025 after selling out during the quarter.
- Geneos Wealth Management sold 796 Omega Flex shares in Q4 2025, an estimated $24.8K.
- Geneos Wealth Management first reported a position in Omega Flex in Q2 2017 and held it in 34 quarters.
- Geneos Wealth Management's Omega Flex position peaked at $179K in Q3 2020.
- 104 funds tracked by Wall St. Rank held Omega Flex as of Q4 2025.
Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.