Geneos Wealth Management’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.8K | Sell |
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|
2025
Q2 | $69.9K | Sell |
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|
2025
Q1 | $131K | Buy |
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|
2024
Q4 | $39.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Sell |
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|
2021
Q3 | $382K | Sell |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $852K | Buy |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $557K | Buy |
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|
2019
Q4 | $127K | Buy |
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|
2019
Q3 | $2K | Buy |
|