Geneos Wealth Management’s Old Republic International ORI Stock Holding History

Geneos Wealth Management’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.25M	Sell	32,583 -8,971	-22%	-$345K	0.03%	476
2025 Q1	$1.63M	Buy	41,554 +39,257	+1,709%	+$1.54M	0.02%	535
2024 Q4	$83.1K	Buy	2,297 +14	+0.6%	+$507	﹤0.01%	1128
2024 Q3	$80.9K	Buy	2,283 +214	+10%	+$7.58K	﹤0.01%	1033
2024 Q2	$63.9K	Hold	2,069	–	–	﹤0.01%	992
2024 Q1	$63.6K	Hold	2,069	–	–	﹤0.01%	985
2023 Q4	$60.8K	Sell	2,069 -1,582	-43%	-$46.5K	﹤0.01%	1001
2023 Q3	$98.4K	Hold	3,651	–	–	0.01%	874
2023 Q2	$91.9K	Buy	3,651 +1,600	+78%	+$40.3K	﹤0.01%	900
2023 Q1	$51.2K	Sell	2,051 -1,600	-44%	-$40K	﹤0.01%	1074
2022 Q4	$88.2K	Hold	3,651	–	–	0.01%	862
2022 Q3	$76K	Hold	3,651	–	–	0.01%	882
2022 Q2	$82K	Buy	3,651 +596	+20%	+$13.4K	﹤0.01%	1089
2022 Q1	$79K	Buy	3,055 +4	+0.1%	+$103	﹤0.01%	1179
2021 Q4	$74K	Hold	3,051	–	–	﹤0.01%	1297
2021 Q3	$71K	Sell	3,051 -104	-3%	-$2.42K	﹤0.01%	1320
2021 Q2	$79K	Buy	3,155 +104	+3%	+$2.6K	﹤0.01%	1259
2021 Q1	$75K	Hold	3,051	–	–	﹤0.01%	1425
2020 Q4	$67K	Hold	3,051	–	–	﹤0.01%	1318
2020 Q3	$43K	Hold	3,051	–	–	﹤0.01%	1321
2020 Q2	$48K	Hold	3,051	–	–	﹤0.01%	1229
2020 Q1	$45K	Buy	3,051 +1,200	+65%	+$17.7K	﹤0.01%	1157
2019 Q4	$41K	Hold	1,851	–	–	﹤0.01%	1355
2019 Q3	$43K	Hold	1,851	–	–	﹤0.01%	1267
2019 Q2	$41K	Buy	1,851 +51	+3%	+$1.13K	﹤0.01%	1296
2019 Q1	$37K	Hold	1,800	–	–	﹤0.01%	1289
2018 Q4	$36K	Hold	1,800	–	–	﹤0.01%	1252
2018 Q3	$40K	Hold	1,800	–	–	﹤0.01%	1276
2018 Q2	$35K	Hold	1,800	–	–	﹤0.01%	1209
2018 Q1	$38K	Hold	1,800	–	–	﹤0.01%	1127
2017 Q4	$38K	Hold	1,800	–	–	﹤0.01%	1129
2017 Q3	$35K	Hold	1,800	–	–	﹤0.01%	1110
2017 Q2	$35K	Hold	1,800	–	–	﹤0.01%	1077
2017 Q1	$36K	Hold	1,800	–	–	﹤0.01%	1018
2016 Q4	$34K	Buy	1,800 +1,000	+125%	+$18.9K	﹤0.01%	978
2016 Q3	$14K	Hold	800	–	–	﹤0.01%	1259
2016 Q2	$15K	Hold	800	–	–	﹤0.01%	1202
2016 Q1	$14K	Buy	+800	New	+$14K	﹤0.01%	1199