Geode Capital Management’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$54.3M Buy
2025
Q1
$47.3M Buy
2024
Q4
$68M Sell
2024
Q3
$49.1M Buy
2024
Q2
$44.6M Buy
2024
Q1
$17.2M Buy
2023
Q4
$14M Buy
2023
Q3
$10M Buy
2023
Q2
$7.74M Buy
2023
Q1
$7.6M Buy
2022
Q4
$5.26M Buy
2022
Q3
$4.59M Buy
2022
Q2
$3.11M Buy
2022
Q1
$4.16M Buy
2021
Q4
$4.24M Buy
2021
Q3
$4.86M Buy
2021
Q2
$5.13M Buy
2021
Q1
$4.7M Buy
2020
Q4
$7.36M Buy
2020
Q3
$3.87M Buy