Geneos Wealth Management’s Tradeweb Markets TW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.5K | Sell |
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|
2025
Q2 | $44.2K | Sell |
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|
2025
Q1 | $95.8K | Buy |
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|
2024
Q4 | $29K | Buy |
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|
2024
Q3 | $26.5K | Buy |
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|
2024
Q2 | $15.7K | Hold |
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|
2024
Q1 | $15.4K | Hold |
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|
2023
Q4 | $13.5K | Sell |
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|
2023
Q3 | $12.7K | Buy |
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|
2023
Q2 | $10.1K | Hold |
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|
2023
Q1 | $11.7K | Buy |
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|
2022
Q4 | $9.57K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $10K | Buy |
|