Geneos Wealth Management’s Tri Pointe Homes TPH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-19
| Closed | -$1.6K | – | 3231 |
|
|
2025
Q1 | $1.6K | Buy |
+19
| New | +$1.6K | ﹤0.01% | 3004 |
|
|
2022
Q3 | – | Sell |
-262
| Closed | -$4K | – | 2546 |
|
|
2022
Q2 | $4K | Sell |
262
-5
| -2% | -$76 | ﹤0.01% | 2280 |
|
|
2022
Q1 | $5K | Buy |
267
+5
| +2% | +$94 | ﹤0.01% | 2361 |
|
|
2021
Q4 | $7K | Hold |
262
| – | – | ﹤0.01% | 2317 |
|
|
2021
Q3 | $5K | Hold |
262
| – | – | ﹤0.01% | 2473 |
|
|
2021
Q2 | $5K | Hold |
262
| – | – | ﹤0.01% | 2467 |
|
|
2021
Q1 | $6K | Hold |
262
| – | – | ﹤0.01% | 2618 |
|
|
2020
Q4 | $5K | Buy |
262
+137
| +110% | +$2.62K | ﹤0.01% | 2504 |
|
|
2020
Q3 | $2K | Hold |
125
| – | – | ﹤0.01% | 2453 |
|
|
2020
Q2 | $1K | Hold |
125
| – | – | ﹤0.01% | 2513 |
|
|
2020
Q1 | $1K | Sell |
125
-370
| -75% | -$2.96K | ﹤0.01% | 2428 |
|
|
2019
Q4 | $7K | Hold |
495
| – | – | ﹤0.01% | 2114 |
|
|
2019
Q3 | $7K | Hold |
495
| – | – | ﹤0.01% | 2025 |
|
|
2019
Q2 | $5K | Sell |
495
-1,725
| -78% | -$17.4K | ﹤0.01% | 2131 |
|
|
2019
Q1 | $28K | Hold |
2,220
| – | – | ﹤0.01% | 1423 |
|
|
2018
Q4 | $24K | Buy |
2,220
+845
| +61% | +$9.14K | ﹤0.01% | 1429 |
|
|
2018
Q3 | $17K | Sell |
1,375
-315
| -19% | -$3.9K | ﹤0.01% | 1660 |
|
|
2018
Q2 | $27K | Buy |
1,690
+720
| +74% | +$11.5K | ﹤0.01% | 1335 |
|
|
2018
Q1 | $15K | Buy |
970
+530
| +120% | +$8.2K | ﹤0.01% | 1512 |
|
|
2017
Q4 | $7K | Hold |
440
| – | – | ﹤0.01% | 1752 |
|
|
2017
Q3 | $6K | Hold |
440
| – | – | ﹤0.01% | 1730 |
|
|
2017
Q2 | $5K | Hold |
440
| – | – | ﹤0.01% | 1732 |
|
|
2017
Q1 | $5K | Sell |
440
-230
| -34% | -$2.61K | ﹤0.01% | 1694 |
|
|
2016
Q4 | $7K | Hold |
670
| – | – | ﹤0.01% | 1548 |
|
|
2016
Q3 | $8K | Buy |
670
+230
| +52% | +$2.75K | ﹤0.01% | 1459 |
|
|
2016
Q2 | $5K | Hold |
440
| – | – | ﹤0.01% | 1535 |
|
|
2016
Q1 | $5K | Buy |
+440
| New | +$5K | ﹤0.01% | 1506 |
|