Geneos Wealth Management’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $418K | Sell |
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|
2025
Q2 | $1.63M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $985K | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $176K | Hold |
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|
2024
Q1 | $161K | Sell |
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|
2023
Q4 | $140K | Buy |
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|
2023
Q3 | $115K | Buy |
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|
2023
Q2 | $66.8K | Buy |
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|
2023
Q1 | $54.6K | Sell |
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|
2022
Q4 | $86.7K | Sell |
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|
2022
Q3 | $76K | Sell |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $399K | Sell |
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|
2021
Q3 | $370K | Hold |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $382K | Hold |
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|
2020
Q4 | $356K | Buy |
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|
2020
Q3 | $225K | Sell |
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|
2020
Q2 | $163K | Sell |
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|
2020
Q1 | $165K | Buy |
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