Geneos Wealth Management’s ZIM Integrated Shipping Services ZIM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.41K Sell
150
-350
-70% -$5.63K ﹤0.01% 2771
2025
Q1
$7.3K Buy
500
+350
+233% +$5.11K ﹤0.01% 2665
2024
Q4
$3.22K Sell
150
-4,600
-97% -$98.8K ﹤0.01% 2468
2024
Q3
$122K Sell
4,750
-3,000
-39% -$77K ﹤0.01% 903
2024
Q2
$172K Hold
7,750
0.01% 741
2024
Q1
$78.4K Buy
7,750
+100
+1% +$1.01K ﹤0.01% 926
2023
Q4
$75.5K Hold
7,650
﹤0.01% 929
2023
Q3
$79.9K Hold
7,650
﹤0.01% 930
2023
Q2
$94.8K Sell
7,650
-1,500
-16% -$18.6K 0.01% 891
2023
Q1
$216K Buy
+9,150
New +$216K 0.01% 639
2022
Q4
Sell
-550
Closed -$12K 2106
2022
Q3
$12K Sell
550
-5,341
-91% -$117K ﹤0.01% 1479
2022
Q2
$254K Buy
5,891
+4,340
+280% +$187K 0.01% 668
2022
Q1
$112K Buy
+1,551
New +$112K ﹤0.01% 1050