Geneos Wealth Management’s Advanced Drainage Systems WMS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.4K	Hold	178	–	–	﹤0.01%	1702
2025 Q4	$25.8K	Hold	178	–	–	﹤0.01%	1639
2025 Q3	$24.7K	Sell	178 -22	-11%	-$2.89K	﹤0.01%	1649
2025 Q2	$23K	Sell	200 -78	-28%	-$8.74K	﹤0.01%	1968
2025 Q1	$33.7K	Buy	278 +178	+178%	+$20.8K	﹤0.01%	2108
2024 Q4	$11.6K	Buy	+100	New	+$13.9K	﹤0.01%	1995
2022 Q1	–	Sell	-310	Closed	-$42K	–	3004
2021 Q4	$42K	Hold	310	–	–	﹤0.01%	1553
2021 Q3	$34K	Buy	+310	New	+$35.7K	﹤0.01%	1676
2019 Q3	–	Sell	-4,889	Closed	-$160K	–	2554
2019 Q2	$160K	Hold	4,889	–	–	0.01%	739
2019 Q1	$125K	Hold	4,889	–	–	0.01%	787
2018 Q4	$117K	Hold	4,889	–	–	0.01%	788
2018 Q3	$151K	Hold	4,889	–	–	0.01%	742
2018 Q2	$139K	Hold	4,889	–	–	0.01%	679
2018 Q1	$126K	Hold	4,889	–	–	0.01%	675
2017 Q4	$116K	Hold	4,889	–	–	0.01%	696
2017 Q3	$99K	Hold	4,889	–	–	0.01%	706
2017 Q2	$98K	Hold	4,889	–	–	0.01%	688
2017 Q1	$107K	Hold	4,889	–	–	0.01%	641
2016 Q4	$100K	Hold	4,889	–	–	0.01%	620
2016 Q3	$117K	Hold	4,889	–	–	0.02%	562
2016 Q2	$133K	Hold	4,889	–	–	0.02%	524
2016 Q1	$107K	Buy	+4,889	New	+$100K	0.02%	563