Geneos Wealth Management’s WEX WEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Sell |
86
-34
| -28% | -$4.99K | ﹤0.01% | 2225 |
|
|
2025
Q1 | $18.8K | Buy |
120
+104
| +650% | +$16.3K | ﹤0.01% | 2338 |
|
|
2024
Q4 | $2.81K | Hold |
16
| – | – | ﹤0.01% | 2508 |
|
|
2024
Q3 | $3.36K | Buy |
+16
| New | +$3.36K | ﹤0.01% | 2180 |
|
|
2021
Q2 | – | Sell |
-13
| Closed | -$2K | – | 3133 |
|
|
2021
Q1 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 2948 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$15K | – | 2695 |
|
|
2020
Q2 | $15K | Buy |
+100
| New | +$15K | ﹤0.01% | 1754 |
|
|
2018
Q2 | – | Sell |
-176
| Closed | -$27K | – | 2335 |
|
|
2018
Q1 | $27K | Buy |
+176
| New | +$27K | ﹤0.01% | 1265 |
|