GWM
Geneos Wealth Management’s WaFd WAFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-51
| Closed | -$1.64K | – | 3174 |
|
|
2024
Q4 | $1.64K | Sell |
51
-4
| -7% | -$129 | ﹤0.01% | 2662 |
|
|
2024
Q3 | $1.92K | Buy |
+55
| New | +$1.92K | ﹤0.01% | 2306 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$2K | – | 2531 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2273 |
|
|
2018
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2242 |
|
|
2018
Q3 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2213 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$3K | – | 2333 |
|
|
2018
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1978 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1967 |
|
|
2017
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1920 |
|
|
2017
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1873 |
|
|
2017
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1834 |
|
|
2016
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1796 |
|
|
2016
Q3 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 1818 |
|