Geneos Wealth Management’s Terex TEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96K | Buy |
42
+12
| +40% | +$560 | ﹤0.01% | 2816 |
|
|
2025
Q1 | $3.4K | Hold |
30
| – | – | ﹤0.01% | 2854 |
|
|
2024
Q4 | $1.39K | Hold |
30
| – | – | ﹤0.01% | 2696 |
|
|
2024
Q3 | $1.59K | Buy |
+30
| New | +$1.59K | ﹤0.01% | 2352 |
|
|
2021
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2905 |
|
|
2021
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2534 |
|
|
2021
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2747 |
|
|
2020
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 2563 |
|
|
2020
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2571 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2511 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2425 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2319 |
|
|
2019
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2331 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2259 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 2185 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2235 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2205 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 1997 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1972 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 1896 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1843 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1870 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1827 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1790 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1813 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1707 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1692 |
|