GWM
Geneos Wealth Management’s Shake Shack SHAK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844 | Sell |
6
-594
| -99% | -$83.6K | ﹤0.01% | 3030 |
|
|
2025
Q1 | $52.9K | Buy |
+600
| New | +$52.9K | ﹤0.01% | 1897 |
|
|
2022
Q3 | – | Sell |
-465
| Closed | -$18K | – | 2499 |
|
|
2022
Q2 | $18K | Hold |
465
| – | – | ﹤0.01% | 1738 |
|
|
2022
Q1 | $31K | Hold |
465
| – | – | ﹤0.01% | 1591 |
|
|
2021
Q4 | $33K | Hold |
465
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q3 | $37K | Hold |
465
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q2 | $48K | Sell |
465
-92
| -17% | -$9.5K | ﹤0.01% | 1503 |
|
|
2021
Q1 | $60K | Hold |
557
| – | – | ﹤0.01% | 1538 |
|
|
2020
Q4 | $63K | Buy |
557
+92
| +20% | +$10.4K | ﹤0.01% | 1349 |
|
|
2020
Q3 | $30K | Sell |
465
-300
| -39% | -$19.4K | ﹤0.01% | 1468 |
|
|
2020
Q2 | $37K | Buy |
765
+400
| +110% | +$19.3K | ﹤0.01% | 1358 |
|
|
2020
Q1 | $14K | Buy |
+365
| New | +$14K | ﹤0.01% | 1664 |
|