Geneos Wealth Management’s Snap-on SNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$129K	Sell	415 -444	-52%	-$138K	﹤0.01%	1150
2025 Q1	$289K	Buy	859 +486	+130%	+$164K	﹤0.01%	1090
2024 Q4	$127K	Buy	373 +1	+0.3%	+$339	﹤0.01%	988
2024 Q3	$108K	Sell	372 -39	-9%	-$11.3K	﹤0.01%	942
2024 Q2	$107K	Sell	411 -27	-6%	-$7.06K	﹤0.01%	849
2024 Q1	$130K	Buy	438 +27	+7%	+$8K	0.01%	796
2023 Q4	$119K	Sell	411 -50	-11%	-$14.4K	0.01%	792
2023 Q3	$118K	Hold	461	–	–	0.01%	827
2023 Q2	$133K	Hold	461	–	–	0.01%	795
2023 Q1	$114K	Hold	461	–	–	0.01%	805
2022 Q4	$105K	Hold	461	–	–	0.01%	814
2022 Q3	$92K	Sell	461 -95	-17%	-$19K	0.01%	833
2022 Q2	$110K	Sell	556 -6	-1%	-$1.19K	0.01%	979
2022 Q1	$115K	Buy	562 +94	+20%	+$19.2K	﹤0.01%	1030
2021 Q4	$100K	Buy	468 +7	+2%	+$1.5K	﹤0.01%	1170
2021 Q3	$96K	Sell	461 -22	-5%	-$4.58K	﹤0.01%	1189
2021 Q2	$108K	Sell	483 -176	-27%	-$39.4K	﹤0.01%	1136
2021 Q1	$156K	Hold	659	–	–	﹤0.01%	1085
2020 Q4	$106K	Buy	659 +198	+43%	+$31.8K	﹤0.01%	1125
2020 Q3	$65K	Hold	461	–	–	﹤0.01%	1134
2020 Q2	$61K	Sell	461 -7	-1%	-$926	﹤0.01%	1138
2020 Q1	$50K	Hold	468	–	–	﹤0.01%	1111
2019 Q4	$79K	Sell	468 -12	-3%	-$2.03K	﹤0.01%	1051
2019 Q3	$74K	Hold	480	–	–	﹤0.01%	1004
2019 Q2	$79K	Buy	480 +9	+2%	+$1.48K	﹤0.01%	1000
2019 Q1	$73K	Buy	471 +7	+2%	+$1.09K	﹤0.01%	982
2018 Q4	$66K	Sell	464 -42	-8%	-$5.97K	﹤0.01%	984
2018 Q3	$92K	Buy	506 +45	+10%	+$8.18K	0.01%	919
2018 Q2	$74K	Hold	461	–	–	0.01%	889
2018 Q1	$68K	Hold	461	–	–	0.01%	887
2017 Q4	$80K	Hold	461	–	–	0.01%	820
2017 Q3	$68K	Buy	461 +411	+822%	+$60.6K	0.01%	835
2017 Q2	$7K	Hold	50	–	–	﹤0.01%	1649
2017 Q1	$8K	Buy	50 +17	+52%	+$2.72K	﹤0.01%	1571
2016 Q4	$5K	Hold	33	–	–	﹤0.01%	1643
2016 Q3	$5K	Buy	+33	New	+$5K	﹤0.01%	1587