Geneos Wealth Management’s Warner Bros WBD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$157K	Sell	13,704 -11,958	-47%	-$137K	﹤0.01%	1087
2025 Q1	$325K	Buy	25,662 +14,293	+126%	+$181K	﹤0.01%	1055
2024 Q4	$120K	Buy	+11,369	New	+$120K	﹤0.01%	1002