Geneos Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
296
-275
| -48% | -$11.2K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $37.4K | Buy |
571
+290
| +103% | +$19K | ﹤0.01% | 2056 |
|
|
2024
Q4 | $16.2K | Buy |
281
+110
| +64% | +$6.34K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $14.2K | Buy |
+171
| New | +$14.2K | ﹤0.01% | 1691 |
|
|
2023
Q3 | – | Sell |
-171
| Closed | -$20.7K | – | 2134 |
|
|
2023
Q2 | $20.7K | Hold |
171
| – | – | ﹤0.01% | 1369 |
|
|
2023
Q1 | $18.9K | Hold |
171
| – | – | ﹤0.01% | 1367 |
|
|
2022
Q4 | $17.3K | Hold |
171
| – | – | ﹤0.01% | 1373 |
|
|
2022
Q3 | $16K | Sell |
171
-980
| -85% | -$91.7K | ﹤0.01% | 1400 |
|
|
2022
Q2 | $116K | Buy |
1,151
+5
| +0.4% | +$504 | 0.01% | 960 |
|
|
2022
Q1 | $120K | Buy |
1,146
+5
| +0.4% | +$524 | 0.01% | 1011 |
|
|
2021
Q4 | $125K | Buy |
1,141
+5
| +0.4% | +$548 | ﹤0.01% | 1081 |
|
|
2021
Q3 | $137K | Buy |
1,136
+5
| +0.4% | +$603 | 0.01% | 1031 |
|
|
2021
Q2 | $153K | Buy |
1,131
+4
| +0.4% | +$541 | 0.01% | 972 |
|
|
2021
Q1 | $157K | Hold |
1,127
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $150K | Sell |
1,127
-152
| -12% | -$20.2K | 0.01% | 951 |
|
|
2020
Q3 | $116K | Buy |
1,279
+5
| +0.4% | +$453 | 0.01% | 883 |
|
|
2020
Q2 | $114K | Buy |
1,274
+6
| +0.5% | +$537 | 0.01% | 858 |
|
|
2020
Q1 | $60K | Buy |
1,268
+8
| +0.6% | +$379 | ﹤0.01% | 1045 |
|
|
2019
Q4 | $127K | Sell |
1,260
-30
| -2% | -$3.02K | 0.01% | 860 |
|
|
2019
Q3 | $111K | Buy |
1,290
+800
| +163% | +$68.8K | 0.01% | 858 |
|
|
2019
Q2 | $44K | Hold |
490
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q1 | $41K | Buy |
490
+60
| +14% | +$5.02K | ﹤0.01% | 1238 |
|
|
2018
Q4 | $32K | Buy |
430
+35
| +9% | +$2.61K | ﹤0.01% | 1305 |
|
|
2018
Q3 | $39K | Hold |
395
| – | – | ﹤0.01% | 1287 |
|
|
2018
Q2 | $48K | Hold |
395
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q1 | $45K | Buy |
395
+196
| +98% | +$22.3K | ﹤0.01% | 1041 |
|
|
2017
Q4 | $24K | Buy |
199
+25
| +14% | +$3.02K | ﹤0.01% | 1312 |
|
|
2017
Q3 | $18K | Hold |
174
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q2 | $16K | Buy |
174
+50
| +40% | +$4.6K | ﹤0.01% | 1363 |
|
|
2017
Q1 | $10K | Sell |
124
-60
| -33% | -$4.84K | ﹤0.01% | 1488 |
|
|
2016
Q4 | $15K | Sell |
184
-160
| -47% | -$13K | ﹤0.01% | 1302 |
|
|
2016
Q3 | $26K | Hold |
344
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q2 | $29K | Sell |
344
-533
| -61% | -$44.9K | ﹤0.01% | 1002 |
|
|
2016
Q1 | $86K | Buy |
+877
| New | +$86K | 0.01% | 635 |
|