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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $53.9K | Buy |
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|
2025
Q2 | $12K | Sell |
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|
2025
Q1 | $37.4K | Buy |
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|
2024
Q4 | $16.2K | Buy |
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|
2024
Q3 | $14.2K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $20.7K | Hold |
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|
2023
Q1 | $18.9K | Hold |
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|
2022
Q4 | $17.3K | Hold |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $120K | Buy |
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|
2021
Q4 | $125K | Buy |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $153K | Buy |
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|
2021
Q1 | $157K | Hold |
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|
2020
Q4 | $150K | Sell |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $114K | Buy |
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|
2020
Q1 | $60K | Buy |
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|
2019
Q4 | $127K | Sell |
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|
2019
Q3 | $111K | Buy |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $41K | Buy |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $39K | Hold |
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|
2018
Q2 | $48K | Hold |
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|
2018
Q1 | $45K | Buy |
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|
2017
Q4 | $24K | Buy |
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|
2017
Q3 | $18K | Hold |
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|
2017
Q2 | $16K | Buy |
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|
2017
Q1 | $10K | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $26K | Hold |
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|
2016
Q2 | $29K | Sell |
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|
2016
Q1 | $86K | Buy |
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