Geneos Wealth Management’s Wolfspeed WOLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,251
| Closed | -$500 | – | 3206 |
|
|
2025
Q2 | $500 | Sell |
1,251
-981
| -44% | -$2.24K | ﹤0.01% | 3109 |
|
|
2025
Q1 | $6.83K | Buy |
2,232
+1,036
| +87% | +$6.06K | ﹤0.01% | 2676 |
|
|
2024
Q4 | $7.96K | Buy |
1,196
+1,025
| +599% | +$10.4K | ﹤0.01% | 2144 |
|
|
2024
Q3 | $1.66K | Sell |
171
-22
| -11% | -$324 | ﹤0.01% | 2336 |
|
|
2024
Q2 | $4.39K | Hold |
193
| – | – | ﹤0.01% | 1752 |
|
|
2024
Q1 | $5.69K | Hold |
193
| – | – | ﹤0.01% | 1683 |
|
|
2023
Q4 | $8.4K | Hold |
193
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q3 | $7.35K | Hold |
193
| – | – | ﹤0.01% | 1645 |
|
|
2023
Q2 | $10.7K | Hold |
193
| – | – | ﹤0.01% | 1561 |
|
|
2023
Q1 | $12.5K | Hold |
193
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q4 | $13.3K | Buy |
193
+43
| +29% | +$3.81K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $15K | Buy |
150
+43
| +40% | +$4.12K | ﹤0.01% | 1422 |
|
|
2022
Q2 | $6K | Hold |
107
| – | – | ﹤0.01% | 2147 |
|
|
2022
Q1 | $12K | Buy |
+107
| New | +$10.8K | ﹤0.01% | 2026 |
|
|
2021
Q4 | – | Sell |
-207
| Closed | -$16K | – | 2889 |
|
|
2021
Q3 | $16K | Buy |
207
+22
| +12% | +$1.95K | ﹤0.01% | 2043 |
|
|
2021
Q2 | $17K | Sell |
185
-44
| -19% | -$4.44K | ﹤0.01% | 2003 |
|
|
2021
Q1 | $22K | Hold |
229
| – | – | ﹤0.01% | 2043 |
|
|
2020
Q4 | $9K | Buy |
+229
| New | +$18.4K | ﹤0.01% | 2276 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$4K | – | 2337 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 1919 |
|
|
2017
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1970 |
|
|
2017
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2004 |
|
|
2017
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1962 |
|
|
2017
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1932 |
|
|
2016
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 1901 |
|
|
2016
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 1819 |
|
|
2016
Q2 | $2K | Hold |
100
| – | – | ﹤0.01% | 1708 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2.87K | ﹤0.01% | 1694 |
|
Other funds holding WOLF
HF
SCM
DKCM
PP
AMH
KA