GWM
Geneos Wealth Management’s Vuzix VUZI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $584 | Buy |
+200
| New | +$584 | ﹤0.01% | 3089 |
|
|
2025
Q1 | – | Sell |
-200
| Closed | -$788 | – | 3173 |
|
|
2024
Q4 | $788 | Buy |
+200
| New | +$788 | ﹤0.01% | 2822 |
|
|
2023
Q3 | – | Sell |
-108
| Closed | -$551 | – | 2145 |
|
|
2023
Q2 | $551 | Buy |
+108
| New | +$551 | ﹤0.01% | 2065 |
|
|
2018
Q3 | – | Sell |
-1,900
| Closed | -$14K | – | 2457 |
|
|
2018
Q2 | $14K | Hold |
1,900
| – | – | ﹤0.01% | 1590 |
|
|
2018
Q1 | $10K | Sell |
1,900
-100
| -5% | -$526 | ﹤0.01% | 1661 |
|
|
2017
Q4 | $12K | Hold |
2,000
| – | – | ﹤0.01% | 1579 |
|
|
2017
Q3 | $10K | Hold |
2,000
| – | – | ﹤0.01% | 1589 |
|
|
2017
Q2 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 1447 |
|
|
2017
Q1 | $12K | Hold |
2,000
| – | – | ﹤0.01% | 1435 |
|
|
2016
Q4 | $13K | Hold |
2,000
| – | – | ﹤0.01% | 1360 |
|
|
2016
Q3 | $17K | Buy |
2,000
+100
| +5% | +$850 | ﹤0.01% | 1196 |
|
|
2016
Q2 | $15K | Hold |
1,900
| – | – | ﹤0.01% | 1208 |
|
|
2016
Q1 | $10K | Buy |
+1,900
| New | +$10K | ﹤0.01% | 1317 |
|