Geneos Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $5.49K | Sell |
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|
2025
Q1 | $6.52K | Buy |
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|
2024
Q4 | $2.49K | Hold |
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|
2024
Q3 | $2.51K | Hold |
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|
2024
Q2 | $1.8K | Hold |
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|
2024
Q1 | $2.96K | Sell |
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|
2023
Q4 | $28.8K | Sell |
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|
2023
Q3 | $60.4K | Sell |
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|
2023
Q2 | $85.6K | Buy |
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|
2023
Q1 | $52.6K | Buy |
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|
2022
Q4 | $31.3K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $96K | Buy |
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|
2021
Q4 | $80K | Buy |
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|
2021
Q3 | $37K | Sell |
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|
2021
Q2 | $32K | Sell |
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|
2021
Q1 | $53K | Buy |
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|
2020
Q4 | $29K | Buy |
|