Geneos Wealth Management’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $44.5K | Buy |
817
+8
| +1% | +$501 | ﹤0.01% | 1474 |
|
|
2025
Q4 | $51.2K | Sell |
809
-119
| -13% | -$7.83K | ﹤0.01% | 1382 |
|
|
2025
Q3 | $53.9K | Buy |
928
+632
| +214% | +$34.1K | ﹤0.01% | 1357 |
|
|
2025
Q2 | $12K | Sell |
296
-275
| -48% | -$10.4K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $37.4K | Buy |
571
+290
| +103% | +$13.8K | ﹤0.01% | 2056 |
|
|
2024
Q4 | $16.2K | Buy |
281
+110
| +64% | +$7.65K | ﹤0.01% | 1830 |
|
|
2024
Q3 | $14.2K | Buy |
+171
| New | +$13.9K | ﹤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% | -$110K | ﹤0.01% | 1400 |
|
|
2022
Q2 | $116K | Buy |
1,151
+5
| +0.4% | +$518 | 0.01% | 960 |
|
|
2022
Q1 | $120K | Buy |
1,146
+5
| +0.4% | +$570 | 0.01% | 1011 |
|
|
2021
Q4 | $125K | Buy |
1,141
+5
| +0.4% | +$589 | ﹤0.01% | 1081 |
|
|
2021
Q3 | $137K | Buy |
1,136
+5
| +0.4% | +$635 | 0.01% | 1031 |
|
|
2021
Q2 | $153K | Buy |
1,131
+4
| +0.4% | +$542 | 0.01% | 972 |
|
|
2021
Q1 | $157K | Hold |
1,127
| – | – | ﹤0.01% | 1079 |
|
|
2020
Q4 | $150K | Sell |
1,127
-152
| -12% | -$14.5K | 0.01% | 951 |
|
|
2020
Q3 | $116K | Buy |
1,279
+5
| +0.4% | +$492 | 0.01% | 883 |
|
|
2020
Q2 | $114K | Buy |
1,274
+6
| +0.5% | +$457 | 0.01% | 858 |
|
|
2020
Q1 | $60K | Buy |
1,268
+8
| +0.6% | +$656 | ﹤0.01% | 1045 |
|
|
2019
Q4 | $127K | Sell |
1,260
-30
| -2% | -$2.91K | 0.01% | 860 |
|
|
2019
Q3 | $111K | Buy |
1,290
+800
| +163% | +$69.4K | 0.01% | 858 |
|
|
2019
Q2 | $44K | Hold |
490
| – | – | ﹤0.01% | 1258 |
|
|
2019
Q1 | $41K | Buy |
490
+60
| +14% | +$5.09K | ﹤0.01% | 1238 |
|
|
2018
Q4 | $32K | Buy |
430
+35
| +9% | +$3.15K | ﹤0.01% | 1305 |
|
|
2018
Q3 | $39K | Hold |
395
| – | – | ﹤0.01% | 1286 |
|
|
2018
Q2 | $48K | Hold |
395
| – | – | ﹤0.01% | 1072 |
|
|
2018
Q1 | $45K | Buy |
395
+196
| +98% | +$23.6K | ﹤0.01% | 1041 |
|
|
2017
Q4 | $24K | Buy |
199
+25
| +14% | +$2.97K | ﹤0.01% | 1312 |
|
|
2017
Q3 | $18K | Hold |
174
| – | – | ﹤0.01% | 1367 |
|
|
2017
Q2 | $16K | Buy |
174
+50
| +40% | +$4.29K | ﹤0.01% | 1363 |
|
|
2017
Q1 | $10K | Sell |
124
-60
| -33% | -$5.16K | ﹤0.01% | 1488 |
|
|
2016
Q4 | $15K | Sell |
184
-160
| -47% | -$13.1K | ﹤0.01% | 1302 |
|
|
2016
Q3 | $26K | Hold |
344
| – | – | ﹤0.01% | 1037 |
|
|
2016
Q2 | $29K | Sell |
344
-533
| -61% | -$47.2K | ﹤0.01% | 1002 |
|
|
2016
Q1 | $86K | Buy |
+877
| New | +$76.1K | 0.01% | 635 |
|
Other funds holding PII
VPM
VCM
