Geneos Wealth Management’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-25
| Closed | -$1.71K | – | 3222 |
|
|
2025
Q2 | $1.71K | Sell |
25
-71
| -74% | -$4.7K | ﹤0.01% | 2852 |
|
|
2025
Q1 | $6.42K | Buy |
96
+84
| +700% | +$6.21K | ﹤0.01% | 2695 |
|
|
2024
Q4 | $850 | Hold |
12
| – | – | ﹤0.01% | 2807 |
|
|
2024
Q3 | $743 | Buy |
+12
| New | +$625 | ﹤0.01% | 2498 |
|
|
2024
Q1 | – | Sell |
-480
| Closed | -$27.2K | – | 2230 |
|
|
2023
Q4 | $27.2K | Hold |
480
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q3 | $21.5K | Hold |
480
| – | – | ﹤0.01% | 1350 |
|
|
2023
Q2 | $23.6K | Sell |
480
-440
| -48% | -$19.8K | ﹤0.01% | 1319 |
|
|
2023
Q1 | $40.2K | Hold |
920
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q4 | $28.7K | Hold |
920
| – | – | ﹤0.01% | 1235 |
|
|
2022
Q3 | $26K | Sell |
920
-408
| -31% | -$14.2K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $44K | Sell |
1,328
-5,133
| -79% | -$203K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $311K | Buy |
6,461
+176
| +3% | +$9.31K | 0.01% | 655 |
|
|
2021
Q4 | $391K | Buy |
6,285
+1,685
| +37% | +$121K | 0.01% | 656 |
|
|
2021
Q3 | $420K | Sell |
4,600
-397
| -8% | -$40.5K | 0.02% | 622 |
|
|
2021
Q2 | $589K | Buy |
4,997
+4,820
| +2,723% | +$595K | 0.02% | 523 |
|
|
2021
Q1 | $23K | Buy |
177
+100
| +130% | +$15.4K | ﹤0.01% | 2016 |
|
|
2020
Q4 | $10K | Buy |
+77
| New | +$8.68K | ﹤0.01% | 2234 |
|
|
2020
Q2 | – | Sell |
-1,000
| Closed | -$35K | – | 2637 |
|
|
2020
Q1 | $35K | Hold |
1,000
| – | – | ﹤0.01% | 1263 |
|
|
2019
Q4 | $45K | Buy |
1,000
+500
| +100% | +$18.5K | ﹤0.01% | 1322 |
|
|
2019
Q3 | $14K | Buy |
+500
| New | +$19.8K | ﹤0.01% | 1772 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$3K | – | 2472 |
|
|
2018
Q4 | $3K | Buy |
+100
| New | +$3.53K | ﹤0.01% | 2149 |
|
|
2017
Q2 | – | Sell |
-34
| Closed | -$1K | – | 2146 |
|
|
2017
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 2034 |
|
|
2016
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 2013 |
|
|
2016
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 1938 |
|
|
2016
Q2 | $1K | Buy |
+34
| New | +$965 | ﹤0.01% | 1778 |
|
Other funds holding ZG
CIA
IFP
