Geneos Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $141K | Sell |
2,014
-2,011
| -50% | -$141K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $276K | Buy |
4,025
+2,030
| +102% | +$139K | ﹤0.01% | 1106 |
|
|
2024
Q4 | $148K | Sell |
1,995
-1,850
| -48% | -$137K | 0.01% | 940 |
|
|
2024
Q3 | $246K | Sell |
3,845
-23
| -0.6% | -$1.47K | 0.01% | 721 |
|
|
2024
Q2 | $179K | Sell |
3,868
-830
| -18% | -$38.5K | 0.01% | 730 |
|
|
2024
Q1 | $229K | Sell |
4,698
-3,128
| -40% | -$153K | 0.01% | 665 |
|
|
2023
Q4 | $453K | Sell |
7,826
-1,532
| -16% | -$88.6K | 0.02% | 508 |
|
|
2023
Q3 | $432K | Hold |
9,358
| – | – | 0.02% | 495 |
|
|
2023
Q2 | $470K | Sell |
9,358
-65
| -0.7% | -$3.27K | 0.02% | 474 |
|
|
2023
Q1 | $419K | Hold |
9,423
| – | – | 0.03% | 480 |
|
|
2022
Q4 | $304K | Sell |
9,423
-1,155
| -11% | -$37.2K | 0.02% | 518 |
|
|
2022
Q3 | $302K | Sell |
10,578
-6,502
| -38% | -$186K | 0.02% | 500 |
|
|
2022
Q2 | $575K | Sell |
17,080
-1,413
| -8% | -$47.6K | 0.03% | 462 |
|
|
2022
Q1 | $911K | Buy |
18,493
+2,479
| +15% | +$122K | 0.04% | 380 |
|
|
2021
Q4 | $1.02M | Buy |
16,014
+14,959
| +1,418% | +$955K | 0.04% | 389 |
|
|
2021
Q3 | $95K | Sell |
1,055
-110
| -9% | -$9.91K | ﹤0.01% | 1197 |
|
|
2021
Q2 | $136K | Hold |
1,165
| – | – | 0.01% | 1030 |
|
|
2021
Q1 | $151K | Sell |
1,165
-95
| -8% | -$12.3K | ﹤0.01% | 1101 |
|
|
2020
Q4 | $160K | Buy |
1,260
+1,240
| +6,200% | +$157K | 0.01% | 921 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 2458 |
|
|
2017
Q2 | – | Sell |
-68
| Closed | -$2K | – | 2145 |
|
|
2017
Q1 | $2K | Hold |
68
| – | – | ﹤0.01% | 1936 |
|
|
2016
Q4 | $2K | Hold |
68
| – | – | ﹤0.01% | 1903 |
|
|
2016
Q3 | $2K | Hold |
68
| – | – | ﹤0.01% | 1821 |
|
|
2016
Q2 | $2K | Hold |
68
| – | – | ﹤0.01% | 1709 |
|
|
2016
Q1 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 1762 |
|