Gen-Wealth Partners’s CMS Energy CMS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$231K Sell
2025
Q2
$240K Hold
2025
Q1
$260K Sell
2024
Q4
$238K Sell
2024
Q3
$272K Sell
2024
Q2
$283K Hold
2024
Q1
$287K Buy