GWM

Geneos Wealth Management’s World Kinect Corp WKC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$709	Sell	25 -5	-17%	-$142	﹤0.01%	3062
2025 Q1	$851	Buy	30 +4	+15%	+$113	﹤0.01%	3055
2024 Q4	$715	Buy	+26	New	+$715	﹤0.01%	2836
2021 Q2	–	Sell	-33	Closed	-$1K	–	3134
2021 Q1	$1K	Buy	+33	New	+$1K	﹤0.01%	3075
2019 Q4	–	Sell	-900	Closed	-$35K	–	2590
2019 Q3	$35K	Hold	900	–	–	﹤0.01%	1354
2019 Q2	$32K	Hold	900	–	–	﹤0.01%	1413
2019 Q1	$26K	Hold	900	–	–	﹤0.01%	1458
2018 Q4	$18K	Hold	900	–	–	﹤0.01%	1557
2018 Q3	$24K	Hold	900	–	–	﹤0.01%	1502
2018 Q2	$18K	Hold	900	–	–	﹤0.01%	1507
2018 Q1	$22K	Hold	900	–	–	﹤0.01%	1359
2017 Q4	$25K	Hold	900	–	–	﹤0.01%	1301
2017 Q3	$30K	Hold	900	–	–	﹤0.01%	1177
2017 Q2	$34K	Hold	900	–	–	﹤0.01%	1091
2017 Q1	$32K	Hold	900	–	–	﹤0.01%	1066
2016 Q4	$41K	Hold	900	–	–	0.01%	916
2016 Q3	$41K	Hold	900	–	–	0.01%	893
2016 Q2	$42K	Hold	900	–	–	0.01%	867
2016 Q1	$43K	Buy	+900	New	+$43K	0.01%	844