Geneos Wealth Management’s Winmark WINA Stock Holding History

Geneos Wealth Management’s Portfolio WINA Stock Details WINA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$34.8K	Buy
2025 Q2	$3.02K	Sell
2025 Q1	$7.31K	Buy
2024 Q4	$1.57K	Hold
2024 Q3	$1.53K	Buy