Geneos Wealth Management’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.6K | Sell |
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|
2025
Q2 | $158K | Sell |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $98K | Sell |
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|
2024
Q3 | $89.4K | Buy |
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|
2024
Q2 | $38.9K | Hold |
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|
2024
Q1 | $40.7K | Hold |
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|
2023
Q4 | $40.7K | Buy |
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|
2023
Q3 | $33.3K | Sell |
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|
2023
Q2 | $108K | Sell |
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|
2023
Q1 | $112K | Sell |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $92K | Sell |
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|
2022
Q2 | $188K | Hold |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $242K | Buy |
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|
2020
Q3 | $106K | Buy |
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|
2020
Q2 | $110K | Sell |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $67K | Buy |
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|
2019
Q3 | $50K | Sell |
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|
2019
Q2 | $50K | Sell |
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|
2019
Q1 | $82K | Buy |
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|
2018
Q4 | $64K | Sell |
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|
2018
Q3 | $192K | Buy |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $105K | Buy |
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|
2017
Q4 | $102K | Buy |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | $67K | Hold |
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|
2017
Q1 | $59K | Sell |
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|
2016
Q4 | $62K | Buy |
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|
2016
Q3 | $52K | Buy |
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|
2016
Q2 | $40K | Buy |
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|
2016
Q1 | $8K | Buy |
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