Geneos Wealth Management’s TransUnion TRU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.6K | Sell |
234
-78
| -25% | -$6.86K | ﹤0.01% | 2014 |
|
|
2025
Q1 | $54.3K | Buy |
312
+290
| +1,318% | +$50.4K | ﹤0.01% | 1883 |
|
|
2024
Q4 | $2.04K | Buy |
22
+8
| +57% | +$742 | ﹤0.01% | 2592 |
|
|
2024
Q3 | $1.47K | Buy |
+14
| New | +$1.47K | ﹤0.01% | 2365 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$13K | – | 2981 |
|
|
2021
Q4 | $13K | Buy |
+110
| New | +$13K | ﹤0.01% | 2084 |
|
|
2021
Q2 | – | Sell |
-522
| Closed | -$54K | – | 3107 |
|
|
2021
Q1 | $54K | Buy |
+522
| New | +$54K | ﹤0.01% | 1592 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$16K | – | 2690 |
|
|
2020
Q2 | $16K | Buy |
200
+100
| +100% | +$8K | ﹤0.01% | 1732 |
|
|
2020
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 1999 |
|
|
2019
Q4 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 2069 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$22K | – | 2482 |
|
|
2018
Q3 | $22K | Buy |
300
+100
| +50% | +$7.33K | ﹤0.01% | 1540 |
|
|
2018
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 1589 |
|