Geneos Wealth Management’s Roku ROKU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
2,138
+1,825
| +583% | +$160K | ﹤0.01% | 1018 |
|
|
2025
Q1 | $22K | Sell |
313
-30
| -9% | -$2.11K | ﹤0.01% | 2284 |
|
|
2024
Q4 | $25.5K | Buy |
343
+270
| +370% | +$20.1K | ﹤0.01% | 1607 |
|
|
2024
Q3 | $5.45K | Hold |
73
| – | – | ﹤0.01% | 2051 |
|
|
2024
Q2 | $4.38K | Sell |
73
-610
| -89% | -$36.6K | ﹤0.01% | 1753 |
|
|
2024
Q1 | $44.5K | Buy |
683
+610
| +836% | +$39.8K | ﹤0.01% | 1108 |
|
|
2023
Q4 | $6.69K | Sell |
73
-87
| -54% | -$7.97K | ﹤0.01% | 1650 |
|
|
2023
Q3 | $11.3K | Sell |
160
-1,895
| -92% | -$134K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $131K | Buy |
2,055
+10
| +0.5% | +$640 | 0.01% | 799 |
|
|
2023
Q1 | $135K | Sell |
2,045
-100
| -5% | -$6.58K | 0.01% | 755 |
|
|
2022
Q4 | $87.3K | Sell |
2,145
-420
| -16% | -$17.1K | 0.01% | 866 |
|
|
2022
Q3 | $144K | Buy |
2,565
+415
| +19% | +$23.3K | 0.01% | 696 |
|
|
2022
Q2 | $180K | Buy |
2,150
+908
| +73% | +$76K | 0.01% | 783 |
|
|
2022
Q1 | $155K | Buy |
1,242
+285
| +30% | +$35.6K | 0.01% | 907 |
|
|
2021
Q4 | $218K | Buy |
957
+625
| +188% | +$142K | 0.01% | 826 |
|
|
2021
Q3 | $104K | Sell |
332
-277
| -45% | -$86.8K | ﹤0.01% | 1159 |
|
|
2021
Q2 | $263K | Sell |
609
-610
| -50% | -$263K | 0.01% | 735 |
|
|
2021
Q1 | $418K | Buy |
1,219
+1
| +0.1% | +$343 | 0.01% | 681 |
|
|
2020
Q4 | $197K | Buy |
1,218
+306
| +34% | +$49.5K | 0.01% | 832 |
|
|
2020
Q3 | $166K | Sell |
912
-70
| -7% | -$12.7K | 0.01% | 748 |
|
|
2020
Q2 | $120K | Sell |
982
-190
| -16% | -$23.2K | 0.01% | 836 |
|
|
2020
Q1 | $102K | Buy |
1,172
+480
| +69% | +$41.8K | 0.01% | 829 |
|
|
2019
Q4 | $96K | Sell |
692
-183
| -21% | -$25.4K | 0.01% | 965 |
|
|
2019
Q3 | $87K | Sell |
875
-150
| -15% | -$14.9K | 0.01% | 944 |
|
|
2019
Q2 | $92K | Buy |
1,025
+200
| +24% | +$18K | 0.01% | 936 |
|
|
2019
Q1 | $53K | Buy |
825
+650
| +371% | +$41.8K | ﹤0.01% | 1110 |
|
|
2018
Q4 | $5K | Sell |
175
-225
| -56% | -$6.43K | ﹤0.01% | 1999 |
|
|
2018
Q3 | $29K | Sell |
400
-1,297
| -76% | -$94K | ﹤0.01% | 1428 |
|
|
2018
Q2 | $72K | Buy |
1,697
+400
| +31% | +$17K | 0.01% | 899 |
|
|
2018
Q1 | $40K | Buy |
1,297
+1,000
| +337% | +$30.8K | ﹤0.01% | 1102 |
|
|
2017
Q4 | $15K | Buy |
+297
| New | +$15K | ﹤0.01% | 1495 |
|