GWM
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Geneos Wealth Management’s Worthington Steel WS Stock Holding History

Geneos Wealth Management’s Portfolio WS Stock Details WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.9K Sell
500
-500
-50% -$14.9K ﹤0.01% 2160
2025
Q1 		$25.3K Buy
1,000
+800
+400% +$20.3K ﹤0.01% 2228
2024
Q4 		$6.36K Buy
+200
New +$6.36K ﹤0.01% 2237