Geneos Wealth Management’s Toast TOST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Buy |
7,316
+6,969
| +2,008% | +$309K | 0.01% | 839 |
|
|
2025
Q1 | $18.7K | Buy |
347
+268
| +339% | +$14.5K | ﹤0.01% | 2345 |
|
|
2024
Q4 | $2.88K | Buy |
+79
| New | +$2.88K | ﹤0.01% | 2496 |
|
|
2024
Q3 | – | Sell |
-500
| Closed | -$12.9K | – | 2622 |
|
|
2024
Q2 | $12.9K | Hold |
500
| – | – | ﹤0.01% | 1477 |
|
|
2024
Q1 | $12.5K | Sell |
500
-100
| -17% | -$2.49K | ﹤0.01% | 1496 |
|
|
2023
Q4 | $11K | Buy |
600
+100
| +20% | +$1.83K | ﹤0.01% | 1525 |
|
|
2023
Q3 | $9.37K | Hold |
500
| – | – | ﹤0.01% | 1588 |
|
|
2023
Q2 | $11.3K | Hold |
500
| – | – | ﹤0.01% | 1544 |
|
|
2023
Q1 | $8.88K | Hold |
500
| – | – | ﹤0.01% | 1581 |
|
|
2022
Q4 | $9.02K | Hold |
500
| – | – | ﹤0.01% | 1552 |
|
|
2022
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1589 |
|
|
2022
Q2 | $6K | Hold |
500
| – | – | ﹤0.01% | 2145 |
|
|
2022
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 2107 |
|