Geneos Wealth Management’s Travelers Companies TRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.33M | Sell |
|
|||||
|
2025
Q2 | $1.48M | Sell |
|
|||||
|
2025
Q1 | $2.54M | Buy |
|
|||||
|
2024
Q4 | $712K | Buy |
|
|||||
|
2024
Q3 | $684K | Buy |
|
|||||
|
2024
Q2 | $547K | Buy |
|
|||||
|
2024
Q1 | $590K | Buy |
|
|||||
|
2023
Q4 | $485K | Buy |
|
|||||
|
2023
Q3 | $413K | Hold |
|
|||||
|
2023
Q2 | $439K | Hold |
|
|||||
|
2023
Q1 | $433K | Sell |
|
|||||
|
2022
Q4 | $524K | Sell |
|
|||||
|
2022
Q3 | $432K | Sell |
|
|||||
|
2022
Q2 | $726K | Buy |
|
|||||
|
2022
Q1 | $772K | Buy |
|
|||||
|
2021
Q4 | $496K | Sell |
|
|||||
|
2021
Q3 | $536K | Buy |
|
|||||
|
2021
Q2 | $503K | Sell |
|
|||||
|
2021
Q1 | $530K | Sell |
|
|||||
|
2020
Q4 | $564K | Sell |
|
|||||
|
2020
Q3 | $416K | Buy |
|
|||||
|
2020
Q2 | $427K | Buy |
|
|||||
|
2020
Q1 | $369K | Sell |
|
|||||
|
2019
Q4 | $1.59M | Buy |
|
|||||
|
2019
Q3 | $1.47M | Buy |
|
|||||
|
2019
Q2 | $1.24M | Buy |
|
|||||
|
2019
Q1 | $954K | Buy |
|
|||||
|
2018
Q4 | $591K | Buy |
|
|||||
|
2018
Q3 | $466K | Buy |
|
|||||
|
2018
Q2 | $399K | Buy |
|
|||||
|
2018
Q1 | $441K | Sell |
|
|||||
|
2017
Q4 | $433K | Buy |
|
|||||
|
2017
Q3 | $332K | Sell |
|
|||||
|
2017
Q2 | $362K | Sell |
|
|||||
|
2017
Q1 | $347K | Buy |
|
|||||
|
2016
Q4 | $330K | Buy |
|
|||||
|
2016
Q3 | $305K | Buy |
|
|||||
|
2016
Q2 | $310K | Sell |
|
|||||
|
2016
Q1 | $317K | Buy |
|