Geneos Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$111K	Buy	6,994 +1,669	+31%	+$35.2K	﹤0.01%	1145
2025 Q4	$139K	Hold	5,325	–	–	﹤0.01%	1051
2025 Q3	$141K	Sell	5,325 -3,811	-42%	-$90.4K	﹤0.01%	1013
2025 Q2	$166K	Sell	9,136 -14,635	-62%	-$193K	﹤0.01%	1062
2025 Q1	$276K	Buy	23,771 +12,216	+106%	+$176K	﹤0.01%	1105
2024 Q4	$178K	Sell	11,555 -6,050	-34%	-$78.6K	0.01%	881
2024 Q3	$138K	Buy	17,605 +7,580	+76%	+$55.1K	0.01%	868
2024 Q2	$66.3K	Sell	10,025 -717	-7%	-$5.06K	﹤0.01%	980
2024 Q1	$78.4K	Buy	10,742 +617	+6%	+$4.9K	﹤0.01%	927
2023 Q4	$101K	Buy	10,125 +2,900	+40%	+$23.1K	0.01%	836
2023 Q3	$57.7K	Buy	7,225 +3,300	+84%	+$29K	﹤0.01%	1042
2023 Q2	$32.7K	Buy	3,925 +1,275	+48%	+$8.31K	﹤0.01%	1214
2023 Q1	$16.1K	Hold	2,650	–	–	﹤0.01%	1408
2022 Q4	$12.2K	Hold	2,650	–	–	﹤0.01%	1477
2022 Q3	$12K	Sell	2,650 -1,075	-29%	-$6.8K	﹤0.01%	1475
2022 Q2	$20K	Buy	3,725 +1,465	+65%	+$9.9K	﹤0.01%	1686
2022 Q1	$21K	Buy	+2,260	New	+$26K	﹤0.01%	1791
2021 Q2	–	Sell	-240	Closed	-$4K	–	3092
2021 Q1	$4K	Hold	240	–	–	﹤0.01%	2745
2020 Q4	$4K	Buy	+240	New	+$2.71K	﹤0.01%	2560