Geneos Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Geneos Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$140K	Sell	2,059 -1,140	-36%	-$77.2K	﹤0.01%	1121
2025 Q1	$246K	Buy	3,199 +1,642	+105%	+$126K	﹤0.01%	1146
2024 Q4	$125K	Buy	1,557 +503	+48%	+$40.4K	﹤0.01%	993
2024 Q3	$116K	Buy	1,054 +2	+0.2%	+$220	﹤0.01%	927
2024 Q2	$84.1K	Buy	1,052 +2	+0.2%	+$160	﹤0.01%	919
2024 Q1	$103K	Sell	1,050 -97	-8%	-$9.5K	﹤0.01%	838
2023 Q4	$113K	Buy	1,147 +386	+51%	+$37.9K	0.01%	806
2023 Q3	$63.6K	Buy	761 +3	+0.4%	+$251	﹤0.01%	1012
2023 Q2	$71.1K	Buy	758 +2	+0.3%	+$188	﹤0.01%	974
2023 Q1	$60.9K	Buy	756 +2	+0.3%	+$161	﹤0.01%	1010
2022 Q4	$56.6K	Buy	754 +3	+0.4%	+$225	﹤0.01%	1009
2022 Q3	$56K	Sell	751 -16	-2%	-$1.19K	﹤0.01%	994
2022 Q2	$82K	Buy	767 +2	+0.3%	+$214	﹤0.01%	1092
2022 Q1	$106K	Buy	765 +102	+15%	+$14.1K	﹤0.01%	1069
2021 Q4	$125K	Buy	663 +19	+3%	+$3.58K	﹤0.01%	1082
2021 Q3	$112K	Buy	644 +1	+0.2%	+$174	﹤0.01%	1126
2021 Q2	$133K	Buy	643 +1	+0.2%	+$207	0.01%	1046
2021 Q1	$132K	Sell	642 -239	-27%	-$49.1K	﹤0.01%	1168
2020 Q4	$175K	Buy	881 +239	+37%	+$47.5K	0.01%	885
2020 Q3	$102K	Hold	642	–	–	0.01%	934
2020 Q2	$87K	Hold	642	–	–	﹤0.01%	981
2020 Q1	$62K	Buy	642 +238	+59%	+$23K	﹤0.01%	1035
2019 Q4	$67K	Hold	404	–	–	﹤0.01%	1120
2019 Q3	$57K	Hold	404	–	–	﹤0.01%	1124
2019 Q2	$58K	Hold	404	–	–	﹤0.01%	1117
2019 Q1	$55K	Hold	404	–	–	﹤0.01%	1094
2018 Q4	$48K	Sell	404 -382	-49%	-$45.4K	﹤0.01%	1118
2018 Q3	$115K	Buy	786 +345	+78%	+$50.5K	0.01%	840
2018 Q2	$58K	Hold	441	–	–	﹤0.01%	978
2018 Q1	$67K	Sell	441 -200	-31%	-$30.4K	0.01%	895
2017 Q4	$108K	Buy	641 +100	+18%	+$16.8K	0.01%	722
2017 Q3	$81K	Hold	541	–	–	0.01%	770
2017 Q2	$76K	Hold	541	–	–	0.01%	776
2017 Q1	$71K	Buy	541 +81	+18%	+$10.6K	0.01%	768
2016 Q4	$52K	Hold	460	–	–	0.01%	826
2016 Q3	$56K	Sell	460 -19	-4%	-$2.31K	0.01%	777
2016 Q2	$53K	Hold	479	–	–	0.01%	792
2016 Q1	$51K	Buy	+479	New	+$51K	0.01%	796