Geneos Wealth Management’s Toyota TM Stock Holding History

Geneos Wealth Management’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$179K	Sell	1,038 -1,482	-59%	-$255K	﹤0.01%	1034
2025 Q1	$445K	Buy	2,520 +1,805	+252%	+$319K	0.01%	934
2024 Q4	$139K	Buy	715 +51	+8%	+$9.92K	﹤0.01%	959
2024 Q3	$118K	Buy	664 +47	+8%	+$8.39K	﹤0.01%	919
2024 Q2	$126K	Sell	617 -6	-1%	-$1.23K	0.01%	812
2024 Q1	$157K	Buy	623 +123	+25%	+$31K	0.01%	756
2023 Q4	$91.8K	Sell	500 -118	-19%	-$21.7K	﹤0.01%	864
2023 Q3	$111K	Buy	618 +260	+73%	+$46.8K	0.01%	839
2023 Q2	$57.6K	Sell	358 -20	-5%	-$3.22K	﹤0.01%	1037
2023 Q1	$53.6K	Sell	378 -80	-17%	-$11.3K	﹤0.01%	1054
2022 Q4	$62.6K	Hold	458	–	–	﹤0.01%	968
2022 Q3	$59K	Sell	458 -465	-50%	-$59.9K	﹤0.01%	977
2022 Q2	$143K	Hold	923	–	–	0.01%	875
2022 Q1	$166K	Buy	923 +176	+24%	+$31.7K	0.01%	873
2021 Q4	$138K	Hold	747	–	–	0.01%	1047
2021 Q3	$132K	Buy	747 +60	+9%	+$10.6K	0.01%	1049
2021 Q2	$121K	Sell	687 -175	-20%	-$30.8K	﹤0.01%	1087
2021 Q1	$130K	Hold	862	–	–	﹤0.01%	1179
2020 Q4	$105K	Buy	862 +175	+25%	+$21.3K	﹤0.01%	1128
2020 Q3	$91K	Hold	687	–	–	﹤0.01%	983
2020 Q2	$86K	Hold	687	–	–	﹤0.01%	985
2020 Q1	$87K	Sell	687 -50	-7%	-$6.33K	0.01%	887
2019 Q4	$104K	Hold	737	–	–	0.01%	938
2019 Q3	$100K	Buy	737 +50	+7%	+$6.78K	0.01%	896
2019 Q2	$85K	Hold	687	–	–	0.01%	963
2019 Q1	$81K	Hold	687	–	–	0.01%	942
2018 Q4	$79K	Buy	687 +4	+0.6%	+$460	0.01%	916
2018 Q3	$84K	Hold	683	–	–	0.01%	955
2018 Q2	$88K	Hold	683	–	–	0.01%	838
2018 Q1	$89K	Hold	683	–	–	0.01%	798
2017 Q4	$86K	Hold	683	–	–	0.01%	797
2017 Q3	$81K	Hold	683	–	–	0.01%	771
2017 Q2	$71K	Hold	683	–	–	0.01%	798
2017 Q1	$74K	Sell	683 -102	-13%	-$11.1K	0.01%	755
2016 Q4	$92K	Sell	785 -58	-7%	-$6.8K	0.01%	634
2016 Q3	$97K	Buy	843 +100	+13%	+$11.5K	0.01%	609
2016 Q2	$74K	Buy	743 +20	+3%	+$1.99K	0.01%	680
2016 Q1	$74K	Buy	+723	New	+$74K	0.01%	671