Geneos Wealth Management’s Timken Company TKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76K | Buy |
107
+13
| +14% | +$943 | ﹤0.01% | 2414 |
|
|
2025
Q1 | $16.6K | Buy |
94
+51
| +119% | +$9.01K | ﹤0.01% | 2408 |
|
|
2024
Q4 | $3.07K | Hold |
43
| – | – | ﹤0.01% | 2479 |
|
|
2024
Q3 | $3.62K | Buy |
+43
| New | +$3.62K | ﹤0.01% | 2159 |
|
|
2024
Q2 | – | Sell |
-13
| Closed | -$1.14K | – | 2175 |
|
|
2024
Q1 | $1.14K | Buy |
+13
| New | +$1.14K | ﹤0.01% | 1992 |
|
|
2021
Q3 | – | Sell |
-36
| Closed | -$2K | – | 2906 |
|
|
2021
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 2688 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 2480 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 1730 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q1 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 1556 |
|
|
2017
Q4 | – | Sell |
-407
| Closed | -$19K | – | 2217 |
|
|
2017
Q3 | $19K | Hold |
407
| – | – | ﹤0.01% | 1344 |
|
|
2017
Q2 | $18K | Hold |
407
| – | – | ﹤0.01% | 1322 |
|
|
2017
Q1 | $18K | Hold |
407
| – | – | ﹤0.01% | 1278 |
|
|
2016
Q4 | $16K | Hold |
407
| – | – | ﹤0.01% | 1279 |
|
|
2016
Q3 | $14K | Hold |
407
| – | – | ﹤0.01% | 1262 |
|
|
2016
Q2 | $12K | Sell |
407
-163
| -29% | -$4.81K | ﹤0.01% | 1279 |
|
|
2016
Q1 | $19K | Buy |
+570
| New | +$19K | ﹤0.01% | 1109 |
|