GWM
Geneos Wealth Management’s Walker & Dunlop WD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $775 | Buy |
+11
| New | +$775 | ﹤0.01% | 3045 |
|
|
2024
Q4 | – | Sell |
-25
| Closed | -$2.84K | – | 2968 |
|
|
2024
Q3 | $2.84K | Hold |
25
| – | – | ﹤0.01% | 2212 |
|
|
2024
Q2 | $2.46K | Hold |
25
| – | – | ﹤0.01% | 1854 |
|
|
2024
Q1 | $2.53K | Hold |
25
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q4 | $2.78K | Hold |
25
| – | – | ﹤0.01% | 1860 |
|
|
2023
Q3 | $1.86K | Hold |
25
| – | – | ﹤0.01% | 1947 |
|
|
2023
Q2 | $1.98K | Hold |
25
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q1 | $1.9K | Buy |
+25
| New | +$1.9K | ﹤0.01% | 1909 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$29K | – | 2606 |
|
|
2022
Q2 | $29K | Hold |
300
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q1 | $38K | Hold |
300
| – | – | ﹤0.01% | 1501 |
|
|
2021
Q4 | $45K | Hold |
300
| – | – | ﹤0.01% | 1526 |
|
|
2021
Q3 | $34K | Hold |
300
| – | – | ﹤0.01% | 1675 |
|
|
2021
Q2 | $30K | Hold |
300
| – | – | ﹤0.01% | 1722 |
|
|
2021
Q1 | $33K | Hold |
300
| – | – | ﹤0.01% | 1835 |
|
|
2020
Q4 | $31K | Hold |
300
| – | – | ﹤0.01% | 1690 |
|
|
2020
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 1839 |
|
|
2020
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 1785 |
|
|
2020
Q1 | $12K | Hold |
300
| – | – | ﹤0.01% | 1748 |
|
|
2019
Q4 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 1715 |
|