Geneos Wealth Management’s Omega Flex OFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.8K Sell
796
-796
-50% -$25.8K ﹤0.01% 1912
2025
Q1
$55.4K Buy
1,592
+796
+100% +$27.7K ﹤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% -$31.1K ﹤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% -$43.8K 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% -$68.4K 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 +$128K 0.01% 621