Gen-Wealth Partners’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$200K Sell
1,925
-13
-0.7% -$1.35K 0.08% 219
2025
Q1
$212K Sell
1,938
-138
-7% -$15.1K 0.09% 202
2024
Q4
$191K Sell
2,076
-331
-14% -$30.5K 0.08% 215
2024
Q3
$234K Sell
2,407
-246
-9% -$24K 0.1% 200
2024
Q2
$233K Sell
2,653
-1,222
-32% -$107K 0.11% 181
2024
Q1
$334K Buy
+3,875
New +$334K 0.17% 138