Geneos Wealth Management’s West Pharmaceutical WST Stock Holding History

Geneos Wealth Management’s Portfolio WST Stock Details WST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$47.3K	Sell	216 -235	-52%	-$51.4K	﹤0.01%	1602
2025 Q1	$101K	Buy	451 +243	+117%	+$54.4K	﹤0.01%	1568
2024 Q4	$68.1K	Hold	208	–	–	﹤0.01%	1197
2024 Q3	$62.4K	Buy	208 +32	+18%	+$9.61K	﹤0.01%	1118
2024 Q2	$58K	Hold	176	–	–	﹤0.01%	1021
2024 Q1	$69.6K	Hold	176	–	–	﹤0.01%	959
2023 Q4	$62K	Hold	176	–	–	﹤0.01%	994
2023 Q3	$66K	Hold	176	–	–	﹤0.01%	997
2023 Q2	$67.3K	Sell	176 -125	-42%	-$47.8K	﹤0.01%	988
2023 Q1	$104K	Hold	301	–	–	0.01%	833
2022 Q4	$70.8K	Hold	301	–	–	﹤0.01%	930
2022 Q3	$74K	Sell	301 -1,516	-83%	-$373K	0.01%	894
2022 Q2	$559K	Hold	1,817	–	–	0.03%	464
2022 Q1	$746K	Hold	1,817	–	–	0.03%	438
2021 Q4	$852K	Sell	1,817 -82	-4%	-$38.5K	0.03%	444
2021 Q3	$797K	Sell	1,899 -50	-3%	-$21K	0.03%	448
2021 Q2	$712K	Sell	1,949 -296	-13%	-$108K	0.03%	462
2021 Q1	$737K	Sell	2,245 -39	-2%	-$12.8K	0.02%	524
2020 Q4	$550K	Buy	2,284 +319	+16%	+$76.8K	0.02%	515
2020 Q3	$529K	Buy	1,965 +383	+24%	+$103K	0.03%	415
2020 Q2	$351K	Hold	1,582	–	–	0.02%	498
2020 Q1	$223K	Hold	1,582	–	–	0.02%	580
2019 Q4	$238K	Hold	1,582	–	–	0.01%	636
2019 Q3	$222K	Hold	1,582	–	–	0.01%	622
2019 Q2	$197K	Hold	1,582	–	–	0.01%	669
2019 Q1	$174K	Hold	1,582	–	–	0.01%	691
2018 Q4	$152K	Hold	1,582	–	–	0.01%	687
2018 Q3	$195K	Hold	1,582	–	–	0.01%	653
2018 Q2	$157K	Hold	1,582	–	–	0.01%	628
2018 Q1	$139K	Hold	1,582	–	–	0.01%	644
2017 Q4	$156K	Hold	1,582	–	–	0.01%	607
2017 Q3	$152K	Hold	1,582	–	–	0.02%	593
2017 Q2	$149K	Hold	1,582	–	–	0.02%	578
2017 Q1	$129K	Hold	1,582	–	–	0.01%	591
2016 Q4	$134K	Hold	1,582	–	–	0.02%	544
2016 Q3	$117K	Buy	1,582 +82	+5%	+$6.06K	0.02%	563
2016 Q2	$114K	Hold	1,500	–	–	0.02%	559
2016 Q1	$105K	Buy	+1,500	New	+$105K	0.02%	565