Geneos Wealth Management’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $29K | Sell |
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|
2025
Q1 | $49.8K | Buy |
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|
2024
Q4 | $23.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $20.3K | Buy |
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|
2023
Q1 | $19.5K | Hold |
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|
2022
Q4 | $17.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $187K | Hold |
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|
2022
Q1 | $197K | Hold |
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|
2021
Q4 | $216K | Hold |
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|
2021
Q3 | $199K | Hold |
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|
2021
Q2 | $181K | Hold |
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|
2021
Q1 | $168K | Hold |
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|
2020
Q4 | $160K | Hold |
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|
2020
Q3 | $142K | Hold |
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|
2020
Q2 | $120K | Hold |
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|
2020
Q1 | $112K | Buy |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $26K | Hold |
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|
2018
Q4 | $21K | Buy |
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