Geneos Wealth Management’s Resideo Technologies REZI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.02K	Hold	60	–	–	﹤0.01%	2320
2025 Q4	$2.11K	Hold	60	–	–	﹤0.01%	2307
2025 Q3	$2.59K	Hold	60	–	–	﹤0.01%	2283
2025 Q2	$1.32K	Buy	+60	New	+$1.15K	﹤0.01%	2908
2024 Q3	–	Sell	-29	Closed	-$567	–	2607
2024 Q2	$567	Buy	29 +4	+16%	+$83	﹤0.01%	2038
2024 Q1	$561	Sell	25 -4	-14%	-$79	﹤0.01%	2112
2023 Q4	$546	Buy	+29	New	+$475	﹤0.01%	2086
2023 Q3	–	Sell	-98	Closed	-$1.73K	–	2137
2023 Q2	$1.73K	Hold	98	–	–	﹤0.01%	1947
2023 Q1	$1.79K	Sell	98 -13	-12%	-$235	﹤0.01%	1921
2022 Q4	$1.83K	Hold	111	–	–	﹤0.01%	1897
2022 Q3	$2K	Sell	111 -1,061	-91%	-$22.5K	﹤0.01%	1860
2022 Q2	$22K	Sell	1,172 -34	-3%	-$767	﹤0.01%	1651
2022 Q1	$28K	Sell	1,206 -331	-22%	-$8.31K	﹤0.01%	1640
2021 Q4	$40K	Buy	1,537 +32	+2%	+$829	﹤0.01%	1576
2021 Q3	$37K	Sell	1,505 -5	-0.3%	-$145	﹤0.01%	1636
2021 Q2	$45K	Sell	1,510 -296	-16%	-$8.77K	﹤0.01%	1535
2021 Q1	$54K	Buy	1,806 +56	+3%	+$1.48K	﹤0.01%	1591
2020 Q4	$45K	Buy	1,750 +163	+10%	+$2.61K	﹤0.01%	1503
2020 Q3	$16K	Sell	1,587 -43	-3%	-$545	﹤0.01%	1764
2020 Q2	$17K	Sell	1,630 -135	-8%	-$940	﹤0.01%	1698
2020 Q1	$9K	Sell	1,765 -270	-13%	-$2.55K	﹤0.01%	1867
2019 Q4	$23K	Sell	2,035 -192	-9%	-$2.19K	﹤0.01%	1626
2019 Q3	$30K	Sell	2,227 -185	-8%	-$3.1K	﹤0.01%	1430
2019 Q2	$52K	Sell	2,412 -751	-24%	-$15.9K	﹤0.01%	1165
2019 Q1	$61K	Sell	3,163 -1,139	-26%	-$25.2K	﹤0.01%	1056
2018 Q4	$86K	Buy	+4,302	New	+$91.8K	0.01%	888