Geneos Wealth Management’s Peloton Interactive PTON Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Sell |
326
-326
| -50% | -$2.26K | ﹤0.01% | 2782 |
|
|
2025
Q1 | $4.12K | Buy |
652
+326
| +100% | +$2.06K | ﹤0.01% | 2808 |
|
|
2024
Q4 | $2.84K | Sell |
326
-191
| -37% | -$1.66K | ﹤0.01% | 2503 |
|
|
2024
Q3 | $2.42K | Buy |
517
+326
| +171% | +$1.53K | ﹤0.01% | 2256 |
|
|
2024
Q2 | $646 | Sell |
191
-9
| -5% | -$30 | ﹤0.01% | 2028 |
|
|
2024
Q1 | $858 | Hold |
200
| – | – | ﹤0.01% | 2056 |
|
|
2023
Q4 | $1.22K | Hold |
200
| – | – | ﹤0.01% | 1990 |
|
|
2023
Q3 | $1.01K | Hold |
200
| – | – | ﹤0.01% | 2026 |
|
|
2023
Q2 | $1.54K | Buy |
+200
| New | +$1.54K | ﹤0.01% | 1969 |
|
|
2022
Q3 | – | Sell |
-140
| Closed | -$1K | – | 2457 |
|
|
2022
Q2 | $1K | Buy |
140
+90
| +180% | +$643 | ﹤0.01% | 2528 |
|
|
2022
Q1 | $1K | Sell |
50
-439
| -90% | -$8.78K | ﹤0.01% | 2679 |
|
|
2021
Q4 | $17K | Sell |
489
-895
| -65% | -$31.1K | ﹤0.01% | 1973 |
|
|
2021
Q3 | $120K | Buy |
1,384
+20
| +1% | +$1.73K | ﹤0.01% | 1092 |
|
|
2021
Q2 | $165K | Sell |
1,364
-616
| -31% | -$74.5K | 0.01% | 934 |
|
|
2021
Q1 | $194K | Sell |
1,980
-41
| -2% | -$4.02K | 0.01% | 973 |
|
|
2020
Q4 | $114K | Buy |
2,021
+695
| +52% | +$39.2K | ﹤0.01% | 1084 |
|
|
2020
Q3 | $129K | Sell |
1,326
-1,229
| -48% | -$120K | 0.01% | 844 |
|
|
2020
Q2 | $149K | Buy |
2,555
+2,505
| +5,010% | +$146K | 0.01% | 757 |
|
|
2020
Q1 | $1K | Sell |
50
-100
| -67% | -$2K | ﹤0.01% | 2409 |
|
|
2019
Q4 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 2246 |
|