Geneos Wealth Management’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $250K | Buy |
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|
2025
Q2 | $166K | Buy |
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|
2025
Q1 | $81.7K | Buy |
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|
2024
Q4 | $50.3K | Sell |
|
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|
2024
Q3 | $69.7K | Buy |
|
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|
2024
Q2 | $61.4K | Buy |
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|
2024
Q1 | $55.2K | Buy |
|
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|
2023
Q4 | $69.8K | Buy |
|
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|
2023
Q3 | $58.1K | Buy |
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|
2023
Q2 | $57.5K | Hold |
|
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|
2023
Q1 | $67.6K | Buy |
|
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|
2022
Q4 | $61.6K | Sell |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $87K | Buy |
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|
2022
Q1 | $113K | Sell |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $479K | Sell |
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|
2021
Q1 | $449K | Hold |
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|
2020
Q4 | $374K | Sell |
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|
2020
Q3 | $275K | Buy |
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|
2020
Q2 | $237K | Sell |
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|
2020
Q1 | $190K | Buy |
|
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|
2019
Q4 | $255K | Sell |
|
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|
2019
Q3 | $221K | Buy |
|
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|
2019
Q2 | $220K | Buy |
|
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|
2019
Q1 | $122K | Buy |
|
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|
2018
Q4 | $106K | Hold |
|
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|
2018
Q3 | $121K | Buy |
|
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|
2018
Q2 | $93K | Sell |
|
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|
2018
Q1 | $98K | Sell |
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|
2017
Q4 | $107K | Buy |
|
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|
2017
Q3 | $36K | Buy |
|
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|
2017
Q2 | $23K | Buy |
|
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $19K | Sell |
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|
2016
Q3 | $20K | Buy |
|
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|
2016
Q2 | $13K | Sell |
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|
2016
Q1 | $11K | Buy |
|