Geneos Wealth Management’s XP XP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99K | Sell |
346
-462
| -57% | -$9.33K | ﹤0.01% | 2458 |
|
|
2025
Q1 | $11.1K | Buy |
808
+450
| +126% | +$6.19K | ﹤0.01% | 2534 |
|
|
2024
Q4 | $4.24K | Buy |
358
+135
| +61% | +$1.6K | ﹤0.01% | 2392 |
|
|
2024
Q3 | $4K | Buy |
+223
| New | +$4K | ﹤0.01% | 2135 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$11K | – | 2635 |
|
|
2020
Q1 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 1797 |
|