Geneos Wealth Management’s Cactus WHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Sell |
269
-551
| -67% | -$24.1K | ﹤0.01% | 2261 |
|
|
2025
Q1 | $37.6K | Buy |
820
+605
| +281% | +$27.7K | ﹤0.01% | 2053 |
|
|
2024
Q4 | $12.5K | Buy |
215
+21
| +11% | +$1.23K | ﹤0.01% | 1957 |
|
|
2024
Q3 | $11.6K | Buy |
+194
| New | +$11.6K | ﹤0.01% | 1780 |
|
|
2023
Q4 | – | Sell |
-450
| Closed | -$22.6K | – | 2185 |
|
|
2023
Q3 | $22.6K | Hold |
450
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q2 | $19K | Hold |
450
| – | – | ﹤0.01% | 1394 |
|
|
2023
Q1 | $18.6K | Hold |
450
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q4 | $22.6K | Buy |
+450
| New | +$22.6K | ﹤0.01% | 1300 |
|