Geneos Wealth Management’s WIX.com WIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-110
| Closed | -$17.4K | – | 3201 |
|
|
2025
Q2 | $17.4K | Sell |
110
-139
| -56% | -$22.4K | ﹤0.01% | 2092 |
|
|
2025
Q1 | $86.9K | Buy |
249
+215
| +632% | +$44.7K | ﹤0.01% | 1644 |
|
|
2024
Q4 | $7.29K | Sell |
34
-6
| -15% | -$1.15K | ﹤0.01% | 2185 |
|
|
2024
Q3 | $6.69K | Buy |
40
+34
| +567% | +$5.47K | ﹤0.01% | 1975 |
|
|
2024
Q2 | $954 | Hold |
6
| – | – | ﹤0.01% | 1986 |
|
|
2024
Q1 | $825 | Hold |
6
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q4 | $738 | Hold |
6
| – | – | ﹤0.01% | 2057 |
|
|
2023
Q3 | $551 | Buy |
+6
| New | +$536 | ﹤0.01% | 2087 |
|
|
2023
Q2 | – | Sell |
-6
| Closed | -$599 | – | 2122 |
|
|
2023
Q1 | $599 | Buy |
+6
| New | +$527 | ﹤0.01% | 2034 |
|
|
2022
Q3 | – | Sell |
-37
| Closed | -$2K | – | 2613 |
|
|
2022
Q2 | $2K | Hold |
37
| – | – | ﹤0.01% | 2437 |
|
|
2022
Q1 | $3K | Hold |
37
| – | – | ﹤0.01% | 2500 |
|
|
2021
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 2424 |
|
|
2021
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q2 | $10K | Hold |
37
| – | – | ﹤0.01% | 2216 |
|
|
2021
Q1 | $11K | Hold |
37
| – | – | ﹤0.01% | 2361 |
|
|
2020
Q4 | $10K | Sell |
37
-25
| -40% | -$6.58K | ﹤0.01% | 2233 |
|
|
2020
Q3 | $15K | Hold |
62
| – | – | ﹤0.01% | 1802 |
|
|
2020
Q2 | $15K | Sell |
62
-425
| -87% | -$75.4K | ﹤0.01% | 1755 |
|
|
2020
Q1 | $51K | Hold |
487
| – | – | ﹤0.01% | 1104 |
|
|
2019
Q4 | $59K | Hold |
487
| – | – | ﹤0.01% | 1172 |
|
|
2019
Q3 | $56K | Sell |
487
-35
| -7% | -$4.87K | ﹤0.01% | 1130 |
|
|
2019
Q2 | $74K | Buy |
522
+155
| +42% | +$20.9K | ﹤0.01% | 1019 |
|
|
2019
Q1 | $44K | Buy |
367
+45
| +14% | +$4.89K | ﹤0.01% | 1212 |
|
|
2018
Q4 | $28K | Buy |
322
+210
| +188% | +$19.8K | ﹤0.01% | 1359 |
|
|
2018
Q3 | $13K | Buy |
112
+100
| +833% | +$10.7K | ﹤0.01% | 1762 |
|
|
2018
Q2 | $1K | Buy |
+12
| New | +$1.07K | ﹤0.01% | 2231 |
|
|
2017
Q3 | – | Sell |
-490
| Closed | -$34K | – | 2157 |
|
|
2017
Q2 | $34K | Sell |
490
-199
| -29% | -$14.9K | ﹤0.01% | 1090 |
|
|
2017
Q1 | $46K | Buy |
689
+390
| +130% | +$22.9K | ﹤0.01% | 926 |
|
|
2016
Q4 | $13K | Buy |
+299
| New | +$13.5K | ﹤0.01% | 1361 |
|
Other funds holding WIX
SM
DCM
DCP
