Steward Partners Investment Advisory’s Genius Sports GENI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$71.9K	Buy	16,236 +2,908	+22%	+$20.7K	﹤0.01%	2582
2025 Q4	$147K	Sell	13,328 -42	-0.3%	-$458	﹤0.01%	2092
2025 Q3	$166K	Buy	13,370 +1,148	+9%	+$13.7K	﹤0.01%	1961
2025 Q2	$127K	Sell	12,222 -38	-0.3%	-$380	﹤0.01%	1975
2025 Q1	$123K	Buy	12,260 +78	+0.6%	+$723	﹤0.01%	1904
2024 Q4	$105K	Buy	12,182 +3,429	+39%	+$28.6K	﹤0.01%	1953
2024 Q3	$68.6K	Buy	8,753 +1,022	+13%	+$7.1K	﹤0.01%	2072
2024 Q2	$42.1K	Buy	7,731 +5,231	+209%	+$27.9K	﹤0.01%	2186
2024 Q1	$14.3K	Hold	2,500	–	–	﹤0.01%	2663
2023 Q4	$15.4K	Hold	2,500	–	–	﹤0.01%	2522
2023 Q3	$13.3K	Sell	2,500 -2,500	-50%	-$16.6K	﹤0.01%	2473
2023 Q2	$30.9K	Hold	5,000	–	–	﹤0.01%	2080
2023 Q1	$24.9K	Hold	5,000	–	–	﹤0.01%	2157
2022 Q4	$17.9K	Buy	+5,000	New	+$22K	﹤0.01%	2293
2022 Q1	–	Sell	-252	Closed	-$2K	–	3317
2021 Q4	$2K	Buy	+252	New	+$3.4K	﹤0.01%	3013