Geneos Wealth Management’s Telus TU Stock Holding History

Geneos Wealth Management’s Portfolio TU Stock Details TU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.07K	Sell	440 -820	-65%	-$13.2K	﹤0.01%	2448
2025 Q1	$18.1K	Sell	1,260 -1,337	-51%	-$19.2K	﹤0.01%	2368
2024 Q4	$35.2K	Buy	2,597 +111	+4%	+$1.51K	﹤0.01%	1458
2024 Q3	$41.7K	Buy	2,486 +9	+0.4%	+$151	﹤0.01%	1260
2024 Q2	$37.5K	Buy	2,477 +8	+0.3%	+$121	﹤0.01%	1162
2024 Q1	$39.5K	Sell	2,469 -230	-9%	-$3.68K	﹤0.01%	1149
2023 Q4	$48K	Sell	2,699 -13,280	-83%	-$236K	﹤0.01%	1075
2023 Q3	$261K	Buy	15,979 +174	+1%	+$2.84K	0.01%	612
2023 Q2	$308K	Buy	15,805 +10,948	+225%	+$213K	0.02%	586
2023 Q1	$96.5K	Buy	4,857 +2,837	+140%	+$56.3K	0.01%	853
2022 Q4	$39K	Hold	2,020	–	–	﹤0.01%	1132
2022 Q3	$40K	Sell	2,020 -1,300	-39%	-$25.7K	﹤0.01%	1096
2022 Q2	$73K	Sell	3,320 -76	-2%	-$1.67K	﹤0.01%	1125
2022 Q1	$88K	Buy	3,396 +76	+2%	+$1.97K	﹤0.01%	1138
2021 Q4	$78K	Buy	3,320 +130	+4%	+$3.05K	﹤0.01%	1273
2021 Q3	$69K	Hold	3,190	–	–	﹤0.01%	1340
2021 Q2	$71K	Hold	3,190	–	–	﹤0.01%	1323
2021 Q1	$66K	Hold	3,190	–	–	﹤0.01%	1490
2020 Q4	$64K	Buy	3,190 +170	+6%	+$3.41K	﹤0.01%	1340
2020 Q3	$53K	Hold	3,020	–	–	﹤0.01%	1229
2020 Q2	$49K	Hold	3,020	–	–	﹤0.01%	1226
2020 Q1	$45K	Hold	3,020	–	–	﹤0.01%	1161
2019 Q4	$58K	Hold	3,020	–	–	﹤0.01%	1180
2019 Q3	$53K	Hold	3,020	–	–	﹤0.01%	1151
2019 Q2	$55K	Hold	3,020	–	–	﹤0.01%	1140
2019 Q1	$55K	Hold	3,020	–	–	﹤0.01%	1095
2018 Q4	$50K	Hold	3,020	–	–	﹤0.01%	1101
2018 Q3	$55K	Buy	3,020 +1,520	+101%	+$27.7K	﹤0.01%	1134
2018 Q2	$26K	Hold	1,500	–	–	﹤0.01%	1347
2018 Q1	$26K	Hold	1,500	–	–	﹤0.01%	1286
2017 Q4	$28K	Hold	1,500	–	–	﹤0.01%	1263
2017 Q3	$26K	Hold	1,500	–	–	﹤0.01%	1233
2017 Q2	$25K	Hold	1,500	–	–	﹤0.01%	1194
2017 Q1	$24K	Hold	1,500	–	–	﹤0.01%	1182
2016 Q4	$23K	Buy	+1,500	New	+$23K	﹤0.01%	1130