Geneos Wealth Management’s Willdan Group WLDN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$938	Buy	+15	New	+$938	﹤0.01%	3000
2024 Q2	–	Sell	-600	Closed	-$17.4K	–	2187
2024 Q1	$17.4K	Hold	600	–	–	﹤0.01%	1401
2023 Q4	$12.9K	Hold	600	–	–	﹤0.01%	1478
2023 Q3	$12.3K	Hold	600	–	–	﹤0.01%	1509
2023 Q2	$11.5K	Hold	600	–	–	﹤0.01%	1538
2023 Q1	$9.37K	Hold	600	–	–	﹤0.01%	1569
2022 Q4	$10.7K	Hold	600	–	–	﹤0.01%	1514
2022 Q3	$8K	Hold	600	–	–	﹤0.01%	1597
2022 Q2	$15K	Hold	600	–	–	﹤0.01%	1823
2022 Q1	$18K	Hold	600	–	–	﹤0.01%	1867
2021 Q4	$21K	Hold	600	–	–	﹤0.01%	1875
2021 Q3	$20K	Hold	600	–	–	﹤0.01%	1925
2021 Q2	$23K	Hold	600	–	–	﹤0.01%	1856
2021 Q1	$22K	Hold	600	–	–	﹤0.01%	2042
2020 Q4	$22K	Hold	600	–	–	﹤0.01%	1859
2020 Q3	$16K	Hold	600	–	–	﹤0.01%	1771
2020 Q2	$13K	Hold	600	–	–	﹤0.01%	1817
2020 Q1	$11K	Hold	600	–	–	﹤0.01%	1795
2019 Q4	$18K	Hold	600	–	–	﹤0.01%	1745
2019 Q3	$21K	Hold	600	–	–	﹤0.01%	1591
2019 Q2	$22K	Hold	600	–	–	﹤0.01%	1592
2019 Q1	$22K	Hold	600	–	–	﹤0.01%	1538
2018 Q4	$20K	Hold	600	–	–	﹤0.01%	1509
2018 Q3	$20K	Buy	+600	New	+$20K	﹤0.01%	1579
2018 Q2	–	Sell	-600	Closed	-$17K	–	2337
2018 Q1	$17K	Hold	600	–	–	﹤0.01%	1465
2017 Q4	$14K	Hold	600	–	–	﹤0.01%	1525
2017 Q3	$19K	Hold	600	–	–	﹤0.01%	1345
2017 Q2	$18K	Sell	600 -400	-40%	-$12K	﹤0.01%	1323
2017 Q1	$32K	Hold	1,000	–	–	﹤0.01%	1067
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	1152
2016 Q3	$17K	Buy	+1,000	New	+$17K	﹤0.01%	1198