Geneos Wealth Management’s Verisk Analytics VRSK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.9K | Sell |
266
-121
| -31% | -$37.7K | ﹤0.01% | 1324 |
|
|
2025
Q1 | $157K | Buy |
387
+269
| +228% | +$109K | ﹤0.01% | 1337 |
|
|
2024
Q4 | $32.5K | Hold |
118
| – | – | ﹤0.01% | 1506 |
|
|
2024
Q3 | $31.6K | Buy |
118
+12
| +11% | +$3.22K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $28.6K | Sell |
106
-20
| -16% | -$5.39K | ﹤0.01% | 1247 |
|
|
2024
Q1 | $29.7K | Buy |
126
+1
| +0.8% | +$236 | ﹤0.01% | 1248 |
|
|
2023
Q4 | $29.9K | Buy |
125
+1
| +0.8% | +$239 | ﹤0.01% | 1229 |
|
|
2023
Q3 | $29.3K | Hold |
124
| – | – | ﹤0.01% | 1246 |
|
|
2023
Q2 | $28K | Buy |
124
+75
| +153% | +$17K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $9.4K | Hold |
49
| – | – | ﹤0.01% | 1566 |
|
|
2022
Q4 | $8.65K | Hold |
49
| – | – | ﹤0.01% | 1568 |
|
|
2022
Q3 | $8K | Hold |
49
| – | – | ﹤0.01% | 1594 |
|
|
2022
Q2 | $8K | Sell |
49
-18
| -27% | -$2.94K | ﹤0.01% | 2058 |
|
|
2022
Q1 | $14K | Buy |
67
+18
| +37% | +$3.76K | ﹤0.01% | 1957 |
|
|
2021
Q4 | $11K | Hold |
49
| – | – | ﹤0.01% | 2158 |
|
|
2021
Q3 | $9K | Sell |
49
-15
| -23% | -$2.76K | ﹤0.01% | 2275 |
|
|
2021
Q2 | $11K | Sell |
64
-219
| -77% | -$37.6K | ﹤0.01% | 2182 |
|
|
2021
Q1 | $53K | Sell |
283
-30
| -10% | -$5.62K | ﹤0.01% | 1603 |
|
|
2020
Q4 | $8K | Buy |
313
+256
| +449% | +$6.54K | ﹤0.01% | 2328 |
|
|
2020
Q3 | $10K | Buy |
57
+3
| +6% | +$526 | ﹤0.01% | 1957 |
|
|
2020
Q2 | $8K | Hold |
54
| – | – | ﹤0.01% | 2013 |
|
|
2020
Q1 | $7K | Sell |
54
-3
| -5% | -$389 | ﹤0.01% | 1958 |
|
|
2019
Q4 | $8K | Sell |
57
-45
| -44% | -$6.32K | ﹤0.01% | 2073 |
|
|
2019
Q3 | $15K | Buy |
102
+5
| +5% | +$735 | ﹤0.01% | 1743 |
|
|
2019
Q2 | $14K | Hold |
97
| – | – | ﹤0.01% | 1792 |
|
|
2019
Q1 | $12K | Hold |
97
| – | – | ﹤0.01% | 1789 |
|
|
2018
Q4 | $10K | Buy |
97
+40
| +70% | +$4.12K | ﹤0.01% | 1798 |
|
|
2018
Q3 | $6K | Hold |
57
| – | – | ﹤0.01% | 2027 |
|
|
2018
Q2 | $6K | Hold |
57
| – | – | ﹤0.01% | 1888 |
|
|
2018
Q1 | $5K | Hold |
57
| – | – | ﹤0.01% | 1867 |
|
|
2017
Q4 | $5K | Hold |
57
| – | – | ﹤0.01% | 1837 |
|
|
2017
Q3 | $4K | Hold |
57
| – | – | ﹤0.01% | 1846 |
|
|
2017
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 1814 |
|
|
2017
Q1 | $4K | Sell |
57
-20
| -26% | -$1.4K | ﹤0.01% | 1762 |
|
|
2016
Q4 | $6K | Hold |
77
| – | – | ﹤0.01% | 1601 |
|
|
2016
Q3 | $6K | Buy |
77
+20
| +35% | +$1.56K | ﹤0.01% | 1531 |
|
|
2016
Q2 | $4K | Hold |
57
| – | – | ﹤0.01% | 1587 |
|
|
2016
Q1 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 1568 |
|