Geneos Wealth Management’s XPO XPO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Sell |
3,288
-4,006
| -55% | -$506K | 0.01% | 768 |
|
|
2025
Q1 | $785K | Buy |
7,294
+6,267
| +610% | +$674K | 0.01% | 750 |
|
|
2024
Q4 | $135K | Buy |
1,027
+249
| +32% | +$32.7K | ﹤0.01% | 968 |
|
|
2024
Q3 | $83.6K | Buy |
+778
| New | +$83.6K | ﹤0.01% | 1016 |
|
|
2022
Q3 | – | Sell |
-1,010
| Closed | -$28K | – | 2621 |
|
|
2022
Q2 | $28K | Buy |
1,010
+168
| +20% | +$4.66K | ﹤0.01% | 1536 |
|
|
2022
Q1 | $36K | Hold |
842
| – | – | ﹤0.01% | 1525 |
|
|
2021
Q4 | $38K | Sell |
842
-42
| -5% | -$1.9K | ﹤0.01% | 1610 |
|
|
2021
Q3 | $42K | Sell |
884
-634
| -42% | -$30.1K | ﹤0.01% | 1571 |
|
|
2021
Q2 | $75K | Buy |
1,518
+818
| +117% | +$40.4K | ﹤0.01% | 1288 |
|
|
2021
Q1 | $33K | Hold |
700
| – | – | ﹤0.01% | 1837 |
|
|
2020
Q4 | $29K | Hold |
700
| – | – | ﹤0.01% | 1720 |
|
|
2020
Q3 | $20K | Hold |
700
| – | – | ﹤0.01% | 1663 |
|
|
2020
Q2 | $17K | Hold |
700
| – | – | ﹤0.01% | 1706 |
|
|
2020
Q1 | $12K | Hold |
700
| – | – | ﹤0.01% | 1751 |
|
|
2019
Q4 | $19K | Sell |
700
-86
| -11% | -$2.33K | ﹤0.01% | 1716 |
|
|
2019
Q3 | $19K | Sell |
786
-125
| -14% | -$3.02K | ﹤0.01% | 1643 |
|
|
2019
Q2 | $18K | Hold |
911
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q1 | $16K | Hold |
911
| – | – | ﹤0.01% | 1680 |
|
|
2018
Q4 | $17K | Buy |
911
+211
| +30% | +$3.94K | ﹤0.01% | 1577 |
|
|
2018
Q3 | $27K | Buy |
700
+289
| +70% | +$11.1K | ﹤0.01% | 1453 |
|
|
2018
Q2 | $14K | Sell |
411
-1,067
| -72% | -$36.3K | ﹤0.01% | 1592 |
|
|
2018
Q1 | $52K | Buy |
1,478
+778
| +111% | +$27.4K | ﹤0.01% | 983 |
|
|
2017
Q4 | $22K | Hold |
700
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 1422 |
|
|
2017
Q2 | $15K | Sell |
700
-78
| -10% | -$1.67K | ﹤0.01% | 1393 |
|
|
2017
Q1 | $12K | Buy |
778
+145
| +23% | +$2.24K | ﹤0.01% | 1438 |
|
|
2016
Q4 | $9K | Buy |
633
+144
| +29% | +$2.05K | ﹤0.01% | 1482 |
|
|
2016
Q3 | $6K | Buy |
489
+78
| +19% | +$957 | ﹤0.01% | 1536 |
|
|
2016
Q2 | $3K | Hold |
411
| – | – | ﹤0.01% | 1641 |
|
|
2016
Q1 | $4K | Buy |
+411
| New | +$4K | ﹤0.01% | 1573 |
|