Geneos Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $154K | Sell |
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|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $148K | Sell |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $179K | Sell |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $453K | Sell |
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|
2023
Q3 | $432K | Hold |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $302K | Sell |
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|
2022
Q2 | $575K | Sell |
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|
2022
Q1 | $911K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $95K | Sell |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $151K | Sell |
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|
2020
Q4 | $160K | Buy |
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|
2020
Q3 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Hold |
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|
2016
Q4 | $2K | Hold |
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|
2016
Q3 | $2K | Hold |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $1K | Buy |
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