Geneos Wealth Management’s Option Care Health OPCH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-294	Closed	-$9.55K	–	2976
2025 Q2	$9.55K	Sell	294 -545	-65%	-$17.6K	﹤0.01%	2345
2025 Q1	$29.3K	Buy	839 +779	+1,298%	+$24.5K	﹤0.01%	2161
2024 Q4	$1.39K	Hold	60	–	–	﹤0.01%	2692
2024 Q3	$1.88K	Buy	+60	New	+$1.84K	﹤0.01%	2311
2023 Q4	–	Sell	-175	Closed	-$5.66K	–	2150
2023 Q3	$5.66K	Hold	175	–	–	﹤0.01%	1707
2023 Q2	$5.69K	Hold	175	–	–	﹤0.01%	1709
2023 Q1	$5.56K	Hold	175	–	–	﹤0.01%	1700
2022 Q4	$5.27K	Hold	175	–	–	﹤0.01%	1691
2022 Q3	$5K	Hold	175	–	–	﹤0.01%	1694
2022 Q2	$4K	Sell	175 -6	-3%	-$171	﹤0.01%	2266
2022 Q1	$5K	Buy	181 +6	+3%	+$151	﹤0.01%	2350
2021 Q4	$4K	Hold	175	–	–	﹤0.01%	2471
2021 Q3	$4K	Hold	175	–	–	﹤0.01%	2522
2021 Q2	$3K	Hold	175	–	–	﹤0.01%	2588
2021 Q1	$3K	Hold	175	–	–	﹤0.01%	2814
2020 Q4	$3K	Hold	175	–	–	﹤0.01%	2635
2020 Q3	$2K	Hold	175	–	–	﹤0.01%	2434
2020 Q2	$2K	Hold	175	–	–	﹤0.01%	2378
2020 Q1	$1K	Buy	+175	New	+$2.57K	﹤0.01%	2405