Geneos Wealth Management’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $273K | Sell |
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|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $6.48M | Buy |
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|
2024
Q4 | $4.14M | Buy |
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|
2024
Q3 | $3.31M | Buy |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $1.76M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $667K | Buy |
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|
2023
Q2 | $391K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $199K | Sell |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $739K | Buy |
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|
2021
Q4 | $942K | Buy |
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|
2021
Q3 | $716K | Sell |
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|
2021
Q2 | $792K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $454K | Sell |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $222K | Sell |
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|
2019
Q4 | $336K | Buy |
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|
2019
Q3 | $168K | Buy |
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|
2019
Q2 | $152K | Sell |
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|
2019
Q1 | $181K | Buy |
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|
2018
Q4 | $53K | Buy |
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|
2018
Q3 | $55K | Hold |
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|
2018
Q2 | $34K | Sell |
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|
2018
Q1 | $35K | Buy |
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|
2017
Q4 | $21K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $36K | Buy |
|