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Geneos Wealth Management’s Symbotic SYM Stock Holding History

Geneos Wealth Management’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.93K Sell
204
-204
-50% -$7.93K ﹤0.01% 2407
2025
Q1 		$8.25K Buy
408
+280
+219% +$5.66K ﹤0.01% 2629
2024
Q4 		$3.04K Buy
+128
New +$3.04K ﹤0.01% 2483