GWM
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Geneos Wealth Management’s Tidewater TDW Stock Holding History

Geneos Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.38K Sell
160
-318
-67% -$14.7K ﹤0.01% 2437
2025
Q1 		$20.2K Buy
478
+318
+199% +$13.4K ﹤0.01% 2309
2024
Q4 		$8.75K Hold
160
– – ﹤0.01% 2103
2024
Q3 		$11.5K Buy
+160
New +$11.5K ﹤0.01% 1783