Geneos Wealth Management’s SS&C Technologies SSNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7K | Buy |
202
+20
| +11% | +$1.66K | ﹤0.01% | 2118 |
|
|
2025
Q1 | $33.4K | Buy |
182
+91
| +100% | +$16.7K | ﹤0.01% | 2112 |
|
|
2024
Q4 | $6.9K | Hold |
91
| – | – | ﹤0.01% | 2202 |
|
|
2024
Q3 | $6.75K | Buy |
+91
| New | +$6.75K | ﹤0.01% | 1971 |
|
|
2021
Q2 | – | Sell |
-38
| Closed | -$2K | – | 3096 |
|
|
2021
Q1 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 2930 |
|
|
2019
Q4 | – | Sell |
-82
| Closed | -$4K | – | 2582 |
|
|
2019
Q3 | $4K | Hold |
82
| – | – | ﹤0.01% | 2177 |
|
|
2019
Q2 | $4K | Hold |
82
| – | – | ﹤0.01% | 2180 |
|
|
2019
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 2058 |
|
|
2018
Q4 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 2139 |
|
|
2016
Q2 | – | Sell |
-76
| Closed | -$2K | – | 1846 |
|
|
2016
Q1 | $2K | Buy |
+76
| New | +$2K | ﹤0.01% | 1688 |
|