GWM
Geneos Wealth Management’s ZimVie ZIMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533 | Sell |
57
-94
| -62% | -$879 | ﹤0.01% | 3103 |
|
|
2025
Q1 | $1.63K | Buy |
151
+102
| +208% | +$1.1K | ﹤0.01% | 3001 |
|
|
2024
Q4 | $684 | Sell |
49
-3
| -6% | -$42 | ﹤0.01% | 2844 |
|
|
2024
Q3 | $825 | Hold |
52
| – | – | ﹤0.01% | 2480 |
|
|
2024
Q2 | $949 | Hold |
52
| – | – | ﹤0.01% | 1987 |
|
|
2024
Q1 | $857 | Hold |
52
| – | – | ﹤0.01% | 2057 |
|
|
2023
Q4 | $923 | Buy |
+52
| New | +$923 | ﹤0.01% | 2024 |
|
|
2023
Q3 | – | Sell |
-52
| Closed | -$584 | – | 2149 |
|
|
2023
Q2 | $584 | Buy |
+52
| New | +$584 | ﹤0.01% | 2057 |
|
|
2022
Q4 | – | Sell |
-52
| Closed | – | – | 2107 |
|
|
2022
Q3 | $0 | Sell |
52
-74
| -59% | – | ﹤0.01% | 2625 |
|
|
2022
Q2 | $2K | Sell |
126
-6
| -5% | -$95 | ﹤0.01% | 2439 |
|
|
2022
Q1 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 2501 |
|