Geneos Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449K | Sell |
3,494
-3,704
| -51% | -$476K | 0.01% | 742 |
|
|
2025
Q1 | $520K | Buy |
7,198
+5,051
| +235% | +$365K | 0.01% | 878 |
|
|
2024
Q4 | $244K | Buy |
2,147
+1,115
| +108% | +$127K | 0.01% | 780 |
|
|
2024
Q3 | $103K | Buy |
1,032
+902
| +694% | +$89.7K | ﹤0.01% | 958 |
|
|
2024
Q2 | $11.3K | Buy |
+130
| New | +$11.3K | ﹤0.01% | 1517 |
|