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Geneos Wealth Management’s Sonoco SON Stock Holding History

Geneos Wealth Management’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$132K Buy
3,030
+457
+18% +$19.9K ﹤0.01% 1140
2025
Q1 		$122K Buy
2,573
+1,133
+79% +$53.5K ﹤0.01% 1457
2024
Q4 		$70.3K Sell
1,440
-152
-10% -$7.43K ﹤0.01% 1188
2024
Q3 		$87K Buy
1,592
+1,492
+1,492% +$81.5K ﹤0.01% 1006
2024
Q2 		$5.07K Sell
100
-13
-12% -$659 ﹤0.01% 1723
2024
Q1 		$6.54K Buy
113
+13
+13% +$752 ﹤0.01% 1654
2023
Q4 		$5.59K Hold
100
– – ﹤0.01% 1701
2023
Q3 		$5.44K Hold
100
– – ﹤0.01% 1724
2023
Q2 		$5.9K Hold
100
– – ﹤0.01% 1701
2023
Q1 		$6.1K Hold
100
– – ﹤0.01% 1682
2022
Q4 		$6.07K Buy
+100
New +$6.07K ﹤0.01% 1660
2022
Q1 		– Sell
-160
Closed -$9K – 2962
2021
Q4 		$9K Buy
+160
New +$9K ﹤0.01% 2232
2021
Q3 		– Sell
-100
Closed -$6K – 2900
2021
Q2 		$6K Sell
100
-451
-82% -$27.1K ﹤0.01% 2410
2021
Q1 		$36K Hold
551
– – ﹤0.01% 1800
2020
Q4 		$34K Hold
551
– – ﹤0.01% 1650
2020
Q3 		$27K Hold
551
– – ﹤0.01% 1517
2020
Q2 		$27K Sell
551
-12
-2% -$588 ﹤0.01% 1496
2020
Q1 		$23K Sell
563
-657
-54% -$26.8K ﹤0.01% 1454
2019
Q4 		$74K Buy
1,220
+657
+117% +$39.9K ﹤0.01% 1068
2019
Q3 		$32K Hold
563
– – ﹤0.01% 1397
2019
Q2 		$36K Hold
563
– – ﹤0.01% 1356
2019
Q1 		$34K Buy
563
+12
+2% +$725 ﹤0.01% 1333
2018
Q4 		$28K Hold
551
– – ﹤0.01% 1357
2018
Q3 		$30K Hold
551
– – ﹤0.01% 1409
2018
Q2 		$28K Hold
551
– – ﹤0.01% 1316
2018
Q1 		$26K Hold
551
– – ﹤0.01% 1284
2017
Q4 		$29K Hold
551
– – ﹤0.01% 1250
2017
Q3 		$27K Hold
551
– – ﹤0.01% 1210
2017
Q2 		$28K Hold
551
– – ﹤0.01% 1146
2017
Q1 		$29K Hold
551
– – ﹤0.01% 1105
2016
Q4 		$29K Hold
551
– – ﹤0.01% 1036
2016
Q3 		$29K Hold
551
– – ﹤0.01% 1000
2016
Q2 		$27K Hold
551
– – ﹤0.01% 1022
2016
Q1 		$26K Buy
+551
New +$26K ﹤0.01% 1014