Geneos Wealth Management’s Schrodinger SDGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
100,329
-79,613
| -44% | -$1.6M | 0.05% | 368 |
|
|
2025
Q1 | $3.55M | Buy |
179,942
+119,946
| +200% | +$2.37M | 0.05% | 351 |
|
|
2024
Q4 | $1.16M | Buy |
59,996
+8,021
| +15% | +$155K | 0.04% | 383 |
|
|
2024
Q3 | $964K | Buy |
51,975
+2,821
| +6% | +$52.3K | 0.04% | 416 |
|
|
2024
Q2 | $951K | Buy |
49,154
+12,028
| +32% | +$233K | 0.04% | 372 |
|
|
2024
Q1 | $1M | Buy |
37,126
+15,310
| +70% | +$413K | 0.05% | 347 |
|
|
2023
Q4 | $781K | Buy |
21,816
+12,900
| +145% | +$462K | 0.04% | 370 |
|
|
2023
Q3 | $252K | Buy |
8,916
+8,858
| +15,272% | +$250K | 0.01% | 624 |
|
|
2023
Q2 | $2.9K | Buy |
58
+8
| +16% | +$399 | ﹤0.01% | 1865 |
|
|
2023
Q1 | $1.32K | Sell |
50
-8
| -14% | -$211 | ﹤0.01% | 1962 |
|
|
2022
Q4 | $1.08K | Hold |
58
| – | – | ﹤0.01% | 1955 |
|
|
2022
Q3 | $1K | Hold |
58
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q2 | $1K | Hold |
58
| – | – | ﹤0.01% | 2532 |
|
|
2022
Q1 | $1K | Hold |
58
| – | – | ﹤0.01% | 2688 |
|
|
2021
Q4 | $2K | Hold |
58
| – | – | ﹤0.01% | 2605 |
|
|
2021
Q3 | $3K | Buy |
58
+8
| +16% | +$414 | ﹤0.01% | 2590 |
|
|
2021
Q2 | $3K | Sell |
50
-41
| -45% | -$2.46K | ﹤0.01% | 2595 |
|
|
2021
Q1 | $6K | Sell |
91
-50
| -35% | -$3.3K | ﹤0.01% | 2612 |
|
|
2020
Q4 | $10K | Buy |
+141
| New | +$10K | ﹤0.01% | 2230 |
|