Geneos Wealth Management’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-14,900
| Closed | -$446K | – | 2585 |
|
|
2022
Q2 | $446K | Hold |
14,900
| – | – | 0.02% | 527 |
|
|
2022
Q1 | $568K | Hold |
14,900
| – | – | 0.02% | 501 |
|
|
2021
Q4 | $592K | Hold |
14,900
| – | – | 0.02% | 519 |
|
|
2021
Q3 | $595K | Hold |
14,900
| – | – | 0.02% | 527 |
|
|
2021
Q2 | $524K | Sell |
14,900
-155
| -1% | -$5.45K | 0.02% | 554 |
|
|
2021
Q1 | $508K | Hold |
15,055
| – | – | 0.01% | 635 |
|
|
2020
Q4 | $497K | Buy |
15,055
+9,740
| +183% | +$322K | 0.02% | 543 |
|
|
2020
Q3 | $86K | Hold |
5,315
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q2 | $86K | Sell |
5,315
-9,404
| -64% | -$152K | ﹤0.01% | 986 |
|
|
2020
Q1 | $209K | Hold |
14,719
| – | – | 0.01% | 596 |
|
|
2019
Q4 | $427K | Hold |
14,719
| – | – | 0.02% | 476 |
|
|
2019
Q3 | $358K | Hold |
14,719
| – | – | 0.02% | 486 |
|
|
2019
Q2 | $381K | Hold |
14,719
| – | – | 0.02% | 491 |
|
|
2019
Q1 | $356K | Sell |
14,719
-863
| -6% | -$20.9K | 0.02% | 489 |
|
|
2018
Q4 | $336K | Hold |
15,582
| – | – | 0.02% | 463 |
|
|
2018
Q3 | $440K | Hold |
15,582
| – | – | 0.03% | 416 |
|
|
2018
Q2 | $484K | Hold |
15,582
| – | – | 0.04% | 335 |
|
|
2018
Q1 | $431K | Buy |
15,582
+4,702
| +43% | +$130K | 0.04% | 334 |
|
|
2017
Q4 | $300K | Buy |
10,880
+4,770
| +78% | +$132K | 0.03% | 422 |
|
|
2017
Q3 | $164K | Buy |
+6,110
| New | +$164K | 0.02% | 565 |
|