GWM
Geneos Wealth Management’s Wayfair W Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-132
| Closed | -$4.23K | – | 3243 |
|
|
2025
Q1 | $4.23K | Buy |
132
+76
| +136% | +$2.43K | ﹤0.01% | 2799 |
|
|
2024
Q4 | $2.48K | Hold |
56
| – | – | ﹤0.01% | 2541 |
|
|
2024
Q3 | $3.15K | Buy |
+56
| New | +$3.15K | ﹤0.01% | 2192 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | – | – | 2603 |
|
|
2022
Q2 | $0 | Sell |
22
-1,680
| -99% | – | ﹤0.01% | 2805 |
|
|
2022
Q1 | $188K | Buy |
1,702
+14
| +0.8% | +$1.55K | 0.01% | 830 |
|
|
2021
Q4 | $320K | Sell |
1,688
-206
| -11% | -$39.1K | 0.01% | 712 |
|
|
2021
Q3 | $479K | Sell |
1,894
-258
| -12% | -$65.2K | 0.02% | 582 |
|
|
2021
Q2 | $647K | Buy |
+2,152
| New | +$647K | 0.03% | 493 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 2634 |
|
|
2020
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2132 |
|
|
2018
Q4 | – | Sell |
-75
| Closed | -$11K | – | 2491 |
|
|
2018
Q3 | $11K | Hold |
75
| – | – | ﹤0.01% | 1819 |
|
|
2018
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 1808 |
|
|
2018
Q1 | $5K | Sell |
75
-200
| -73% | -$13.3K | ﹤0.01% | 1868 |
|
|
2017
Q4 | $22K | Sell |
275
-540
| -66% | -$43.2K | ﹤0.01% | 1349 |
|
|
2017
Q3 | $54K | Sell |
815
-441
| -35% | -$29.2K | 0.01% | 914 |
|
|
2017
Q2 | $96K | Buy |
+1,256
| New | +$96K | 0.01% | 697 |
|