Geneos Wealth Management’s Veeva Systems VEEV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$352K	Sell	2,004 -87	-4%	-$17.1K	0.01%	797
2025 Q4	$467K	Sell	2,091 -460	-18%	-$122K	0.01%	685
2025 Q3	$760K	Sell	2,551 -3	-0.1%	-$844	0.02%	553
2025 Q2	$736K	Sell	2,554 -2,164	-46%	-$537K	0.02%	606
2025 Q1	$1.09M	Buy	4,718 +2,678	+131%	+$612K	0.02%	638
2024 Q4	$429K	Sell	2,040 -85	-4%	-$18.7K	0.02%	627
2024 Q3	$446K	Sell	2,125 -1,292	-38%	-$255K	0.02%	585
2024 Q2	$625K	Buy	3,417 +179	+6%	+$35.5K	0.03%	449
2024 Q1	$750K	Buy	3,238 +207	+7%	+$44.7K	0.03%	403
2023 Q4	$584K	Sell	3,031 -12	-0.4%	-$2.26K	0.03%	441
2023 Q3	$619K	Sell	3,043 -9,060	-75%	-$1.83M	0.03%	422
2023 Q2	$331K	Buy	12,103 +10,613	+712%	+$1.94M	0.02%	562
2023 Q1	$274K	Buy	+1,490	New	+$254K	0.02%	574
2021 Q4	–	Sell	-158	Closed	-$45K	–	2884
2021 Q3	$45K	Hold	158	–	–	﹤0.01%	1544
2021 Q2	$49K	Sell	158 -188	-54%	-$52.4K	﹤0.01%	1493
2021 Q1	$97K	Sell	346 -30	-8%	-$8.36K	﹤0.01%	1324
2020 Q4	$50K	Buy	+376	New	+$105K	﹤0.01%	1465
2020 Q3	–	Sell	-150	Closed	-$35K	–	2693
2020 Q2	$35K	Buy	150 +36	+32%	+$7.14K	﹤0.01%	1379
2020 Q1	$16K	Sell	114 -30	-21%	-$4.4K	﹤0.01%	1614
2019 Q4	$20K	Hold	144	–	–	﹤0.01%	1697
2019 Q3	$21K	Hold	144	–	–	﹤0.01%	1589
2019 Q2	$23K	Hold	144	–	–	﹤0.01%	1573
2019 Q1	$18K	Buy	144 +3	+2%	+$338	﹤0.01%	1629
2018 Q4	$12K	Buy	+141	New	+$12.9K	﹤0.01%	1736
2016 Q3	–	Sell	-200	Closed	-$6K	–	2004
2016 Q2	$6K	Hold	200	–	–	﹤0.01%	1487
2016 Q1	$4K	Buy	+200	New	+$4.9K	﹤0.01%	1567