Geneos Wealth Management’s Sun Life Financial SLF Stock Holding History

Geneos Wealth Management’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$26K	Sell	391 -561	-59%	-$37.3K	﹤0.01%	1910
2025 Q1	$54.5K	Buy	952 +561	+143%	+$32.1K	﹤0.01%	1881
2024 Q4	$23.2K	Hold	391	–	–	﹤0.01%	1660
2024 Q3	$22.7K	Hold	391	–	–	﹤0.01%	1520
2024 Q2	$19.2K	Hold	391	–	–	﹤0.01%	1365
2024 Q1	$21.4K	Hold	391	–	–	﹤0.01%	1341
2023 Q4	$20.3K	Buy	391 +22	+6%	+$1.14K	﹤0.01%	1344
2023 Q3	$18K	Hold	369	–	–	﹤0.01%	1411
2023 Q2	$19.2K	Hold	369	–	–	﹤0.01%	1390
2023 Q1	$17.2K	Sell	369 -130	-26%	-$6.08K	﹤0.01%	1392
2022 Q4	$23.2K	Hold	499	–	–	﹤0.01%	1290
2022 Q3	$19K	Sell	499 -700	-58%	-$26.7K	﹤0.01%	1342
2022 Q2	$55K	Sell	1,199 -2,765	-70%	-$127K	﹤0.01%	1243
2022 Q1	$221K	Buy	3,964 +130	+3%	+$7.25K	0.01%	765
2021 Q4	$213K	Sell	3,834 -609	-14%	-$33.8K	0.01%	836
2021 Q3	$228K	Hold	4,443	–	–	0.01%	804
2021 Q2	$229K	Sell	4,443 -934	-17%	-$48.1K	0.01%	789
2021 Q1	$290K	Sell	5,377 -1,694	-24%	-$91.4K	0.01%	816
2020 Q4	$245K	Buy	7,071 +2,246	+47%	+$77.8K	0.01%	760
2020 Q3	$194K	Hold	4,825	–	–	0.01%	700
2020 Q2	$170K	Hold	4,825	–	–	0.01%	717
2020 Q1	$146K	Hold	4,825	–	–	0.01%	717
2019 Q4	$219K	Hold	4,825	–	–	0.01%	672
2019 Q3	$214K	Hold	4,825	–	–	0.01%	640
2019 Q2	$199K	Buy	4,825 +112	+2%	+$4.62K	0.01%	667
2019 Q1	$181K	Buy	4,713 +300	+7%	+$11.5K	0.01%	677
2018 Q4	$143K	Hold	4,413	–	–	0.01%	717
2018 Q3	$175K	Hold	4,413	–	–	0.01%	684
2018 Q2	$177K	Hold	4,413	–	–	0.01%	597
2018 Q1	$181K	Hold	4,413	–	–	0.02%	567
2017 Q4	$182K	Hold	4,413	–	–	0.02%	567
2017 Q3	$175K	Sell	4,413 -450	-9%	-$17.8K	0.02%	550
2017 Q2	$173K	Hold	4,863	–	–	0.02%	531
2017 Q1	$177K	Hold	4,863	–	–	0.02%	513
2016 Q4	$186K	Sell	4,863 -166	-3%	-$6.35K	0.02%	471
2016 Q3	$163K	Hold	5,029	–	–	0.02%	488
2016 Q2	$165K	Sell	5,029 -365	-7%	-$12K	0.02%	483
2016 Q1	$173K	Buy	+5,394	New	+$173K	0.03%	464