Geneva Capital Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107M | Buy |
3,017,735
+974,530
| +48% | +$34.4M | 1.79% | 18 |
|
|
2025
Q1 | $71.5M | Buy |
2,043,205
+605,617
| +42% | +$21.2M | 1.34% | 24 |
|
|
2024
Q4 | $76.7M | Sell |
1,437,588
-13,011
| -0.9% | -$694K | 1.33% | 27 |
|
|
2024
Q3 | $55.9M | Buy |
1,450,599
+414,945
| +40% | +$16M | 0.93% | 35 |
|
|
2024
Q2 | $37.3M | Buy |
+1,035,654
| New | +$37.3M | 0.68% | 48 |
|