Geneos Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.52M | Buy |
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|
2025
Q2 | $6.44M | Sell |
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|
2025
Q1 | $10.6M | Buy |
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|
2024
Q4 | $3.67M | Buy |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.25M | Buy |
|
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $247K | Buy |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $40.8K | Hold |
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|
2022
Q4 | $36.6K | Sell |
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|
2022
Q3 | $110K | Buy |
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|
2022
Q2 | $86K | Buy |
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|
2022
Q1 | $40K | Sell |
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|
2021
Q4 | $167K | Sell |
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|
2021
Q3 | $200K | Sell |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $180K | Buy |
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|
2020
Q4 | $184K | Sell |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $91K | Sell |
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|
2020
Q1 | $72K | Sell |
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|
2019
Q4 | $183K | Buy |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $92K | Buy |
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|
2019
Q1 | $75K | Sell |
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|
2018
Q4 | $97K | Buy |
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|
2018
Q3 | $154K | Sell |
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|
2018
Q2 | $140K | Buy |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q4 | $80K | Hold |
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|
2017
Q3 | $65K | Sell |
|
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|
2017
Q2 | $54K | Sell |
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|
2017
Q1 | $105K | Buy |
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|
2016
Q4 | $57K | Sell |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $45K | Sell |
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|
2016
Q1 | $255K | Buy |
|