Gen-Wealth Partners’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$509K Buy
8,007
+15
+0.2% +$954 0.2% 135
2025
Q1
$496K Buy
7,992
+7,920
+11,000% +$492K 0.21% 134
2024
Q4
$4.14K Sell
72
-119
-62% -$6.83K ﹤0.01% 543
2024
Q3
$12.5K Sell
191
-96
-33% -$6.29K 0.01% 473
2024
Q2
$16.3K Hold
287
0.01% 439
2024
Q1
$17.2K Buy
+287
New +$17.2K 0.01% 429