Geneos Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $208K | Sell |
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|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $22K | Sell |
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|
2024
Q4 | $25.5K | Buy |
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|
2024
Q3 | $5.45K | Hold |
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|
2024
Q2 | $4.38K | Sell |
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|
2024
Q1 | $44.5K | Buy |
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|
2023
Q4 | $6.69K | Sell |
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|
2023
Q3 | $11.3K | Sell |
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|
2023
Q2 | $131K | Buy |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $87.3K | Sell |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $180K | Buy |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $104K | Sell |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $197K | Buy |
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|
2020
Q3 | $166K | Sell |
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|
2020
Q2 | $120K | Sell |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $96K | Sell |
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|
2019
Q3 | $87K | Sell |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $53K | Buy |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $29K | Sell |
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|
2018
Q2 | $72K | Buy |
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|
2018
Q1 | $40K | Buy |
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|
2017
Q4 | $15K | Buy |
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