Geneos Wealth Management’s Toyota TM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.9K | Sell |
349
-24
| -6% | -$5.42K | ﹤0.01% | 1295 |
|
|
2025
Q4 | $79.9K | Buy |
373
+20
| +6% | +$4.06K | ﹤0.01% | 1225 |
|
|
2025
Q3 | $67.5K | Sell |
353
-685
| -66% | -$129K | ﹤0.01% | 1266 |
|
|
2025
Q2 | $179K | Sell |
1,038
-1,482
| -59% | -$268K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $445K | Buy |
2,520
+1,805
| +252% | +$336K | 0.01% | 934 |
|
|
2024
Q4 | $139K | Buy |
715
+51
| +8% | +$8.97K | ﹤0.01% | 959 |
|
|
2024
Q3 | $118K | Buy |
664
+47
| +8% | +$8.78K | ﹤0.01% | 919 |
|
|
2024
Q2 | $126K | Sell |
617
-6
| -1% | -$1.33K | 0.01% | 812 |
|
|
2024
Q1 | $157K | Buy |
623
+123
| +25% | +$27.2K | 0.01% | 756 |
|
|
2023
Q4 | $91.8K | Sell |
500
-118
| -19% | -$21.5K | ﹤0.01% | 864 |
|
|
2023
Q3 | $111K | Buy |
618
+260
| +73% | +$44.4K | 0.01% | 839 |
|
|
2023
Q2 | $57.6K | Sell |
358
-20
| -5% | -$2.88K | ﹤0.01% | 1037 |
|
|
2023
Q1 | $53.6K | Sell |
378
-80
| -17% | -$11.2K | ﹤0.01% | 1054 |
|
|
2022
Q4 | $62.6K | Hold |
458
| – | – | ﹤0.01% | 968 |
|
|
2022
Q3 | $59K | Sell |
458
-465
| -50% | -$70.5K | ﹤0.01% | 977 |
|
|
2022
Q2 | $143K | Hold |
923
| – | – | 0.01% | 875 |
|
|
2022
Q1 | $166K | Buy |
923
+176
| +24% | +$32.9K | 0.01% | 873 |
|
|
2021
Q4 | $138K | Hold |
747
| – | – | 0.01% | 1047 |
|
|
2021
Q3 | $132K | Buy |
747
+60
| +9% | +$10.7K | 0.01% | 1049 |
|
|
2021
Q2 | $121K | Sell |
687
-175
| -20% | -$28.7K | ﹤0.01% | 1087 |
|
|
2021
Q1 | $130K | Hold |
862
| – | – | ﹤0.01% | 1179 |
|
|
2020
Q4 | $105K | Buy |
862
+175
| +25% | +$24.5K | ﹤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% | -$6.67K | 0.01% | 887 |
|
|
2019
Q4 | $104K | Hold |
737
| – | – | 0.01% | 938 |
|
|
2019
Q3 | $100K | Buy |
737
+50
| +7% | +$6.55K | 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% | +$474 | 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% | -$11.7K | 0.01% | 755 |
|
|
2016
Q4 | $92K | Sell |
785
-58
| -7% | -$6.76K | 0.01% | 634 |
|
|
2016
Q3 | $97K | Buy |
843
+100
| +13% | +$11.4K | 0.01% | 609 |
|
|
2016
Q2 | $74K | Buy |
743
+20
| +3% | +$2.05K | 0.01% | 680 |
|
|
2016
Q1 | $74K | Buy |
+723
| New | +$79.9K | 0.01% | 671 |
|
Other funds holding TM
