Geneos Wealth Management’s SiteOne Landscape Supply SITE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.93K Sell
49
-98
-67% -$11.9K ﹤0.01% 2520
2025
Q1
$17.9K Buy
147
+98
+200% +$11.9K ﹤0.01% 2373
2024
Q4
$6.46K Hold
49
﹤0.01% 2226
2024
Q3
$7.4K Buy
+49
New +$7.4K ﹤0.01% 1939
2022
Q3
Sell
-19
Closed -$2K 2502
2022
Q2
$2K Hold
19
﹤0.01% 2422
2022
Q1
$3K Hold
19
﹤0.01% 2488
2021
Q4
$4K Hold
19
﹤0.01% 2483
2021
Q3
$3K Buy
19
+1
+6% +$158 ﹤0.01% 2593
2021
Q2
$3K Sell
18
-1,199
-99% -$200K ﹤0.01% 2598
2021
Q1
$218K Buy
1,217
+114
+10% +$20.4K 0.01% 930
2020
Q4
$3K Buy
1,103
+985
+835% +$2.68K ﹤0.01% 2643
2020
Q3
$13K Buy
118
+18
+18% +$1.98K ﹤0.01% 1862
2020
Q2
$10K Hold
100
﹤0.01% 1924
2020
Q1
$7K Hold
100
﹤0.01% 1950
2019
Q4
$9K Hold
100
﹤0.01% 2014
2019
Q3
$7K Hold
100
﹤0.01% 2021
2019
Q2
$6K Hold
100
﹤0.01% 2085
2019
Q1
$5K Hold
100
﹤0.01% 2056
2018
Q4
$5K Hold
100
﹤0.01% 2001
2018
Q3
$7K Hold
100
﹤0.01% 1983
2018
Q2
$8K Hold
100
﹤0.01% 1797
2018
Q1
$7K Hold
100
﹤0.01% 1778
2017
Q4
$7K Hold
100
﹤0.01% 1745
2017
Q3
$5K Hold
100
﹤0.01% 1767
2017
Q2
$5K Hold
100
﹤0.01% 1729
2017
Q1
$4K Buy
+100
New +$4K ﹤0.01% 1755