Geneos Wealth Management’s Templeton Dragon Fund TDF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.16K | Hold |
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|
2025
Q2 | $4.43K | Sell |
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|
2025
Q1 | $8.59K | Buy |
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|
2024
Q4 | $3.76K | Hold |
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|
2024
Q3 | $4.06K | Hold |
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|
2024
Q2 | $3.55K | Hold |
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|
2024
Q1 | $3.48K | Hold |
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|
2023
Q4 | $3.62K | Hold |
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|
2023
Q3 | $3.78K | Hold |
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|
2023
Q2 | $4.04K | Hold |
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|
2023
Q1 | $4.69K | Hold |
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|
2022
Q4 | $4.53K | Hold |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $50K | Hold |
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|
2019
Q3 | $46K | Hold |
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|
2019
Q2 | $49K | Hold |
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|
2019
Q1 | $51K | Hold |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $57K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $54K | Hold |
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|
2017
Q2 | $52K | Hold |
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|
2017
Q1 | $48K | Buy |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $31K | Buy |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $22K | Buy |
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