Geneos Wealth Management’s Zscaler ZS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
6,421
-6,104
| -49% | -$1.92M | 0.05% | 369 |
|
|
2025
Q1 | $2.49M | Buy |
12,525
+7,654
| +157% | +$1.52M | 0.04% | 440 |
|
|
2024
Q4 | $879K | Buy |
4,871
+156
| +3% | +$28.1K | 0.03% | 447 |
|
|
2024
Q3 | $806K | Sell |
4,715
-628
| -12% | -$107K | 0.03% | 446 |
|
|
2024
Q2 | $1.03M | Buy |
5,343
+250
| +5% | +$48K | 0.05% | 356 |
|
|
2024
Q1 | $981K | Buy |
5,093
+653
| +15% | +$126K | 0.04% | 354 |
|
|
2023
Q4 | $984K | Sell |
4,440
-23
| -0.5% | -$5.1K | 0.05% | 324 |
|
|
2023
Q3 | $694K | Sell |
4,463
-155
| -3% | -$24.1K | 0.04% | 394 |
|
|
2023
Q2 | $676K | Buy |
4,618
+187
| +4% | +$27.4K | 0.04% | 397 |
|
|
2023
Q1 | $518K | Sell |
4,431
-153
| -3% | -$17.9K | 0.03% | 435 |
|
|
2022
Q4 | $513K | Buy |
4,584
+629
| +16% | +$70.4K | 0.03% | 419 |
|
|
2022
Q3 | $650K | Sell |
3,955
-470
| -11% | -$77.2K | 0.04% | 335 |
|
|
2022
Q2 | $687K | Sell |
4,425
-654
| -13% | -$102K | 0.03% | 415 |
|
|
2022
Q1 | $1.23M | Sell |
5,079
-424
| -8% | -$102K | 0.05% | 304 |
|
|
2021
Q4 | $1.77M | Buy |
5,503
+643
| +13% | +$207K | 0.07% | 270 |
|
|
2021
Q3 | $1.28M | Buy |
4,860
+1,796
| +59% | +$472K | 0.05% | 322 |
|
|
2021
Q2 | $658K | Sell |
3,064
-39
| -1% | -$8.38K | 0.03% | 485 |
|
|
2021
Q1 | $582K | Buy |
3,103
+1,682
| +118% | +$315K | 0.02% | 597 |
|
|
2020
Q4 | $223K | Sell |
1,421
-214
| -13% | -$33.6K | 0.01% | 795 |
|
|
2020
Q3 | $226K | Sell |
1,635
-70
| -4% | -$9.68K | 0.01% | 647 |
|
|
2020
Q2 | $180K | Sell |
1,705
-269
| -14% | -$28.4K | 0.01% | 703 |
|
|
2020
Q1 | $115K | Sell |
1,974
-1,356
| -41% | -$79K | 0.01% | 796 |
|
|
2019
Q4 | $158K | Buy |
3,330
+1,540
| +86% | +$73.1K | 0.01% | 788 |
|
|
2019
Q3 | $84K | Buy |
1,790
+400
| +29% | +$18.8K | 0.01% | 960 |
|
|
2019
Q2 | $106K | Buy |
1,390
+510
| +58% | +$38.9K | 0.01% | 885 |
|
|
2019
Q1 | $62K | Sell |
880
-1,020
| -54% | -$71.9K | ﹤0.01% | 1045 |
|
|
2018
Q4 | $75K | Buy |
+1,900
| New | +$75K | 0.01% | 933 |
|