Geneos Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Sell |
61,632
-56,851
| -48% | -$4.09M | 0.11% | 234 |
|
|
2025
Q1 | $6.48M | Buy |
118,483
+83,269
| +236% | +$4.56M | 0.09% | 261 |
|
|
2024
Q4 | $4.14M | Buy |
35,214
+5,056
| +17% | +$594K | 0.15% | 165 |
|
|
2024
Q3 | $3.31M | Buy |
30,158
+2,836
| +10% | +$311K | 0.13% | 193 |
|
|
2024
Q2 | $2.67M | Buy |
27,322
+7,227
| +36% | +$706K | 0.12% | 199 |
|
|
2024
Q1 | $1.76M | Buy |
20,095
+6,086
| +43% | +$532K | 0.08% | 272 |
|
|
2023
Q4 | $1.01M | Buy |
14,009
+5,474
| +64% | +$394K | 0.05% | 321 |
|
|
2023
Q3 | $667K | Buy |
8,535
+3,473
| +69% | +$271K | 0.03% | 403 |
|
|
2023
Q2 | $391K | Buy |
5,062
+1,450
| +40% | +$112K | 0.02% | 510 |
|
|
2023
Q1 | $220K | Sell |
3,612
-834
| -19% | -$50.8K | 0.01% | 633 |
|
|
2022
Q4 | $199K | Sell |
4,446
-1,100
| -20% | -$49.3K | 0.01% | 624 |
|
|
2022
Q3 | $331K | Sell |
5,546
-4,435
| -44% | -$265K | 0.02% | 478 |
|
|
2022
Q2 | $415K | Sell |
9,981
-700
| -7% | -$29.1K | 0.02% | 544 |
|
|
2022
Q1 | $739K | Buy |
10,681
+401
| +4% | +$27.7K | 0.03% | 440 |
|
|
2021
Q4 | $942K | Buy |
10,280
+100
| +1% | +$9.16K | 0.04% | 415 |
|
|
2021
Q3 | $716K | Sell |
10,180
-160
| -2% | -$11.3K | 0.03% | 479 |
|
|
2021
Q2 | $792K | Buy |
10,340
+1,100
| +12% | +$84.3K | 0.03% | 436 |
|
|
2021
Q1 | $673K | Buy |
9,240
+300
| +3% | +$21.9K | 0.02% | 547 |
|
|
2020
Q4 | $599K | Sell |
8,940
-660
| -7% | -$44.2K | 0.02% | 487 |
|
|
2020
Q3 | $454K | Sell |
9,600
-750
| -7% | -$35.5K | 0.02% | 454 |
|
|
2020
Q2 | $421K | Sell |
10,350
-800
| -7% | -$32.5K | 0.02% | 447 |
|
|
2020
Q1 | $222K | Sell |
11,150
-1,200
| -10% | -$23.9K | 0.01% | 581 |
|
|
2019
Q4 | $336K | Buy |
12,350
+3,210
| +35% | +$87.3K | 0.02% | 534 |
|
|
2019
Q3 | $168K | Buy |
9,140
+2,450
| +37% | +$45K | 0.01% | 712 |
|
|
2019
Q2 | $152K | Sell |
6,690
-500
| -7% | -$11.4K | 0.01% | 762 |
|
|
2019
Q1 | $181K | Buy |
7,190
+2,490
| +53% | +$62.7K | 0.01% | 678 |
|
|
2018
Q4 | $53K | Buy |
4,700
+1,000
| +27% | +$11.3K | ﹤0.01% | 1070 |
|
|
2018
Q3 | $55K | Hold |
3,700
| – | – | ﹤0.01% | 1133 |
|
|
2018
Q2 | $34K | Sell |
3,700
-3,400
| -48% | -$31.2K | ﹤0.01% | 1229 |
|
|
2018
Q1 | $35K | Buy |
7,100
+2,500
| +54% | +$12.3K | ﹤0.01% | 1161 |
|
|
2017
Q4 | $21K | Buy |
+4,600
| New | +$21K | ﹤0.01% | 1363 |
|
|
2017
Q3 | – | Sell |
-7,190
| Closed | -$36K | – | 2150 |
|
|
2017
Q2 | $36K | Buy |
+7,190
| New | +$36K | ﹤0.01% | 1065 |
|