Gen-Wealth Partners’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
3,457
| – | – | 0.09% | 197 |
|
|
2025
Q1 | $260K | Sell |
3,457
-116
| -3% | -$8.71K | 0.11% | 180 |
|
|
2024
Q4 | $238K | Sell |
3,573
-313
| -8% | -$20.9K | 0.1% | 193 |
|
|
2024
Q3 | $272K | Sell |
3,886
-870
| -18% | -$61K | 0.12% | 176 |
|
|
2024
Q2 | $283K | Hold |
4,756
| – | – | 0.14% | 166 |
|
|
2024
Q1 | $287K | Buy |
+4,756
| New | +$287K | 0.14% | 161 |
|