Geneos Wealth Management’s TPI Composites TPIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-366
| Closed | -$1.67K | – | 2964 |
|
|
2024
Q3 | $1.67K | Hold |
366
| – | – | ﹤0.01% | 2335 |
|
|
2024
Q2 | $1.46K | Hold |
366
| – | – | ﹤0.01% | 1939 |
|
|
2024
Q1 | $1.06K | Hold |
366
| – | – | ﹤0.01% | 2004 |
|
|
2023
Q4 | $1.51K | Hold |
366
| – | – | ﹤0.01% | 1964 |
|
|
2023
Q3 | $970 | Hold |
366
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q2 | $3.79K | Hold |
366
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q1 | $4.78K | Hold |
366
| – | – | ﹤0.01% | 1737 |
|
|
2022
Q4 | $3.71K | Hold |
366
| – | – | ﹤0.01% | 1778 |
|
|
2022
Q3 | $4K | Hold |
366
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q2 | $4K | Sell |
366
-10
| -3% | -$131 | ﹤0.01% | 2282 |
|
|
2022
Q1 | $5K | Buy |
376
+10
| +3% | +$128 | ﹤0.01% | 2363 |
|
|
2021
Q4 | $5K | Hold |
366
| – | – | ﹤0.01% | 2419 |
|
|
2021
Q3 | $12K | Hold |
366
| – | – | ﹤0.01% | 2160 |
|
|
2021
Q2 | $17K | Sell |
366
-88
| -19% | -$4.33K | ﹤0.01% | 1999 |
|
|
2021
Q1 | $24K | Hold |
454
| – | – | ﹤0.01% | 1986 |
|
|
2020
Q4 | $20K | Buy |
454
+88
| +24% | +$3.52K | ﹤0.01% | 1923 |
|
|
2020
Q3 | $9K | Hold |
366
| – | – | ﹤0.01% | 2002 |
|
|
2020
Q2 | $8K | Hold |
366
| – | – | ﹤0.01% | 2010 |
|
|
2020
Q1 | $5K | Hold |
366
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q4 | $6K | Hold |
366
| – | – | ﹤0.01% | 2156 |
|
|
2019
Q3 | $6K | Hold |
366
| – | – | ﹤0.01% | 2075 |
|
|
2019
Q2 | $9K | Hold |
366
| – | – | ﹤0.01% | 1950 |
|
|
2019
Q1 | $10K | Buy |
366
+166
| +83% | +$4.92K | ﹤0.01% | 1852 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 2073 |
|
|
2018
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 2073 |
|
|
2018
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 1934 |
|
|
2018
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 1918 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 1897 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 1844 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 1871 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 1829 |
|
|
2016
Q4 | $3K | Buy |
+200
| New | +$3.24K | ﹤0.01% | 1792 |
|
Other funds holding TPIC
OCM
BCM
TIM