GWM
ONL
Geneos Wealth Management’s Orion Office REIT ONL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-498
| Closed | -$1.85K | – | 3145 |
|
|
2024
Q4 | $1.85K | Buy |
498
+1
| +0.2% | +$4 | ﹤0.01% | 2623 |
|
|
2024
Q3 | $1.99K | Buy |
497
+89
| +22% | +$356 | ﹤0.01% | 2300 |
|
|
2024
Q2 | $1.47K | Hold |
408
| – | – | ﹤0.01% | 1936 |
|
|
2024
Q1 | $1.43K | Hold |
408
| – | – | ﹤0.01% | 1958 |
|
|
2023
Q4 | $2.33K | Sell |
408
-49
| -11% | -$280 | ﹤0.01% | 1892 |
|
|
2023
Q3 | $2.38K | Sell |
457
-134
| -23% | -$697 | ﹤0.01% | 1908 |
|
|
2023
Q2 | $3.91K | Sell |
591
-66
| -10% | -$437 | ﹤0.01% | 1802 |
|
|
2023
Q1 | $4.4K | Sell |
657
-42
| -6% | -$282 | ﹤0.01% | 1761 |
|
|
2022
Q4 | $5.97K | Sell |
699
-7
| -1% | -$60 | ﹤0.01% | 1665 |
|
|
2022
Q3 | $6K | Sell |
706
-3,942
| -85% | -$33.5K | ﹤0.01% | 1655 |
|
|
2022
Q2 | $51K | Sell |
4,648
-49
| -1% | -$538 | ﹤0.01% | 1278 |
|
|
2022
Q1 | $65K | Buy |
+4,697
| New | +$65K | ﹤0.01% | 1261 |
|