Geneos Wealth Management’s StoneX SNEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Sell |
136
-70
| -34% | -$6.39K | ﹤0.01% | 2235 |
|
|
2025
Q1 | $15.7K | Buy |
206
+102
| +98% | +$7.79K | ﹤0.01% | 2427 |
|
|
2024
Q4 | $6.76K | Hold |
104
| – | – | ﹤0.01% | 2210 |
|
|
2024
Q3 | $5.65K | Hold |
104
| – | – | ﹤0.01% | 2037 |
|
|
2024
Q2 | $5.2K | Hold |
104
| – | – | ﹤0.01% | 1717 |
|
|
2024
Q1 | $4.85K | Hold |
104
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q4 | $5.09K | Hold |
104
| – | – | ﹤0.01% | 1723 |
|
|
2023
Q3 | $4.46K | Hold |
104
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q2 | $3.82K | Buy |
+104
| New | +$3.82K | ﹤0.01% | 1808 |
|
|
2022
Q3 | – | Sell |
-34
| Closed | -$1K | – | 2510 |
|
|
2022
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 2540 |
|
|
2022
Q1 | $1K | Sell |
34
-34
| -50% | -$1K | ﹤0.01% | 2694 |
|
|
2021
Q4 | $1K | Sell |
68
-69
| -50% | -$1.02K | ﹤0.01% | 2713 |
|
|
2021
Q3 | $4K | Sell |
137
-104
| -43% | -$3.04K | ﹤0.01% | 2529 |
|
|
2021
Q2 | $6K | Hold |
241
| – | – | ﹤0.01% | 2408 |
|
|
2021
Q1 | $6K | Hold |
241
| – | – | ﹤0.01% | 2613 |
|
|
2020
Q4 | $7K | Buy |
+241
| New | +$7K | ﹤0.01% | 2382 |
|