GWM

Geneos Wealth Management’s Werner Enterprises WERN Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$821	Buy	+30	New	+$821	﹤0.01%	3034
2024 Q2	–	Sell	-291	Closed	-$11.4K	–	2186
2024 Q1	$11.4K	Hold	291	–	–	﹤0.01%	1518
2023 Q4	$12.3K	Hold	291	–	–	﹤0.01%	1489
2023 Q3	$11.3K	Hold	291	–	–	﹤0.01%	1530
2023 Q2	$12.9K	Hold	291	–	–	﹤0.01%	1505
2023 Q1	$13.2K	Hold	291	–	–	﹤0.01%	1473
2022 Q4	$11.7K	Hold	291	–	–	﹤0.01%	1490
2022 Q3	$10K	Sell	291 -200	-41%	-$6.87K	﹤0.01%	1527
2022 Q2	$19K	Hold	491	–	–	﹤0.01%	1715
2022 Q1	$20K	Hold	491	–	–	﹤0.01%	1810
2021 Q4	$23K	Hold	491	–	–	﹤0.01%	1827
2021 Q3	$21K	Hold	491	–	–	﹤0.01%	1899
2021 Q2	$21K	Hold	491	–	–	﹤0.01%	1904
2021 Q1	$22K	Hold	491	–	–	﹤0.01%	2041
2020 Q4	$23K	Hold	491	–	–	﹤0.01%	1831
2020 Q3	$20K	Hold	491	–	–	﹤0.01%	1662
2020 Q2	$20K	Hold	491	–	–	﹤0.01%	1626
2020 Q1	$16K	Hold	491	–	–	﹤0.01%	1616
2019 Q4	$17K	Sell	491 -40	-8%	-$1.39K	﹤0.01%	1769
2019 Q3	$18K	Sell	531 -829	-61%	-$28.1K	﹤0.01%	1664
2019 Q2	$42K	Sell	1,360 -62	-4%	-$1.92K	﹤0.01%	1285
2019 Q1	$48K	Sell	1,422 -177	-11%	-$5.98K	﹤0.01%	1171
2018 Q4	$48K	Sell	1,599 -101	-6%	-$3.03K	﹤0.01%	1119
2018 Q3	$60K	Buy	1,700 +1,209	+246%	+$42.7K	﹤0.01%	1085
2018 Q2	$18K	Hold	491	–	–	﹤0.01%	1506
2018 Q1	$17K	Hold	491	–	–	﹤0.01%	1464
2017 Q4	$18K	Hold	491	–	–	﹤0.01%	1434
2017 Q3	$17K	Hold	491	–	–	﹤0.01%	1395
2017 Q2	$14K	Hold	491	–	–	﹤0.01%	1417
2017 Q1	$12K	Hold	491	–	–	﹤0.01%	1436
2016 Q4	$13K	Hold	491	–	–	﹤0.01%	1361
2016 Q3	$11K	Hold	491	–	–	﹤0.01%	1347
2016 Q2	$11K	Sell	491 -268	-35%	-$6K	﹤0.01%	1308
2016 Q1	$20K	Buy	+759	New	+$20K	﹤0.01%	1096