Geneos Wealth Management’s Winmark WINA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.02K Sell
8
-15
-65% -$5.66K ﹤0.01% 2719
2025
Q1
$7.31K Buy
23
+19
+475% +$6.04K ﹤0.01% 2663
2024
Q4
$1.57K Hold
4
﹤0.01% 2672
2024
Q3
$1.53K Buy
+4
New +$1.53K ﹤0.01% 2357