GWM
TW icon

Geneos Wealth Management’s Tradeweb Markets TW Stock Holding History

Geneos Wealth Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.6K Hold
149
– – ﹤0.01% 1818
2025
Q4 		$16K Hold
149
– – ﹤0.01% 1811
2025
Q3 		$16.5K Sell
149
-153
-51% -$19.7K ﹤0.01% 1796
2025
Q2 		$44.2K Sell
302
-125
-29% -$17.4K ﹤0.01% 1639
2025
Q1 		$95.8K Buy
427
+205
+92% +$27.2K ﹤0.01% 1598
2024
Q4 		$29K Buy
222
+8
+4% +$1.05K ﹤0.01% 1558
2024
Q3 		$26.5K Buy
214
+66
+45% +$7.48K ﹤0.01% 1445
2024
Q2 		$15.7K Hold
148
– – ﹤0.01% 1414
2024
Q1 		$15.4K Hold
148
– – ﹤0.01% 1438
2023
Q4 		$13.5K Sell
148
-10
-6% -$893 ﹤0.01% 1468
2023
Q3 		$12.7K Buy
158
+10
+7% +$797 ﹤0.01% 1499
2023
Q2 		$10.1K Hold
148
– – ﹤0.01% 1577
2023
Q1 		$11.7K Buy
148
+1
+0.7% +$72 ﹤0.01% 1506
2022
Q4 		$9.57K Hold
147
– – ﹤0.01% 1540
2022
Q3 		$8K Hold
147
– – ﹤0.01% 1591
2022
Q2 		$10K Buy
+147
New +$10.7K ﹤0.01% 1963

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