Geneos Wealth Management’s Viatris VTRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59K Sell
6,610
-4,941
-43% -$44.1K ﹤0.01% 1479
2025
Q1
$149K Buy
11,551
+5,509
+91% +$70.8K ﹤0.01% 1366
2024
Q4
$75.2K Sell
6,042
-31
-0.5% -$386 ﹤0.01% 1163
2024
Q3
$70.5K Buy
6,073
+1,982
+48% +$23K ﹤0.01% 1072
2024
Q2
$43.5K Sell
4,091
-95
-2% -$1.01K ﹤0.01% 1112
2024
Q1
$50K Sell
4,186
-104
-2% -$1.24K ﹤0.01% 1065
2023
Q4
$46.5K Buy
4,290
+1,194
+39% +$12.9K ﹤0.01% 1088
2023
Q3
$30.5K Sell
3,096
-20
-0.6% -$197 ﹤0.01% 1227
2023
Q2
$31.1K Buy
3,116
+347
+13% +$3.46K ﹤0.01% 1234
2023
Q1
$26.6K Sell
2,769
-543
-16% -$5.22K ﹤0.01% 1255
2022
Q4
$36.9K Buy
3,312
+29
+0.9% +$323 ﹤0.01% 1155
2022
Q3
$27K Sell
3,283
-12,242
-79% -$101K ﹤0.01% 1237
2022
Q2
$166K Sell
15,525
-138
-0.9% -$1.48K 0.01% 818
2022
Q1
$170K Buy
15,663
+1,513
+11% +$16.4K 0.01% 865
2021
Q4
$191K Buy
14,150
+3,593
+34% +$48.5K 0.01% 889
2021
Q3
$143K Buy
10,557
+738
+8% +$10K 0.01% 1011
2021
Q2
$144K Sell
9,819
-1,317
-12% -$19.3K 0.01% 1001
2021
Q1
$148K Buy
11,136
+633
+6% +$8.41K ﹤0.01% 1108
2020
Q4
$146K Buy
+10,503
New +$146K 0.01% 966