Geneos Wealth Management’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.1K | Sell |
855
-408
| -32% | -$39.2K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $133K | Buy |
1,263
+825
| +188% | +$87.2K | ﹤0.01% | 1412 |
|
|
2024
Q4 | $39K | Sell |
438
-2,220
| -84% | -$198K | ﹤0.01% | 1412 |
|
|
2024
Q3 | $232K | Buy |
2,658
+35
| +1% | +$3.06K | 0.01% | 735 |
|
|
2024
Q2 | $187K | Hold |
2,623
| – | – | 0.01% | 717 |
|
|
2024
Q1 | $194K | Sell |
2,623
-300
| -10% | -$22.2K | 0.01% | 706 |
|
|
2023
Q4 | $211K | Hold |
2,923
| – | – | 0.01% | 662 |
|
|
2023
Q3 | $219K | Sell |
2,923
-200
| -6% | -$15K | 0.01% | 662 |
|
|
2023
Q2 | $255K | Buy |
3,123
+9
| +0.3% | +$735 | 0.01% | 622 |
|
|
2023
Q1 | $269K | Buy |
3,114
+16
| +0.5% | +$1.38K | 0.02% | 577 |
|
|
2022
Q4 | $275K | Sell |
3,098
-50
| -2% | -$4.45K | 0.02% | 561 |
|
|
2022
Q3 | $253K | Sell |
3,148
-2,393
| -43% | -$192K | 0.02% | 547 |
|
|
2022
Q2 | $510K | Buy |
5,541
+200
| +4% | +$18.4K | 0.03% | 487 |
|
|
2022
Q1 | $500K | Sell |
5,341
-825
| -13% | -$77.2K | 0.02% | 531 |
|
|
2021
Q4 | $548K | Buy |
6,166
+5
| +0.1% | +$444 | 0.02% | 550 |
|
|
2021
Q3 | $496K | Sell |
6,161
-45
| -0.7% | -$3.62K | 0.02% | 578 |
|
|
2021
Q2 | $500K | Buy |
6,206
+129
| +2% | +$10.4K | 0.02% | 560 |
|
|
2021
Q1 | $515K | Buy |
6,077
+1,142
| +23% | +$96.8K | 0.01% | 629 |
|
|
2020
Q4 | $352K | Buy |
4,935
+1,533
| +45% | +$109K | 0.01% | 634 |
|
|
2020
Q3 | $266K | Sell |
3,402
-120
| -3% | -$9.38K | 0.01% | 596 |
|
|
2020
Q2 | $242K | Sell |
3,522
-78
| -2% | -$5.36K | 0.01% | 608 |
|
|
2020
Q1 | $267K | Buy |
3,600
+605
| +20% | +$44.9K | 0.02% | 525 |
|
|
2019
Q4 | $228K | Buy |
2,995
+5
| +0.2% | +$381 | 0.01% | 656 |
|
|
2019
Q3 | $239K | Hold |
2,990
| – | – | 0.01% | 588 |
|
|
2019
Q2 | $224K | Buy |
2,990
+4
| +0.1% | +$300 | 0.01% | 627 |
|
|
2019
Q1 | $219K | Sell |
2,986
-68
| -2% | -$4.99K | 0.01% | 612 |
|
|
2018
Q4 | $198K | Sell |
3,054
-1,737
| -36% | -$113K | 0.01% | 605 |
|
|
2018
Q3 | $302K | Sell |
4,791
-245
| -5% | -$15.4K | 0.02% | 505 |
|
|
2018
Q2 | $306K | Sell |
5,036
-327
| -6% | -$19.9K | 0.02% | 439 |
|
|
2018
Q1 | $303K | Buy |
5,363
+2
| +0% | +$113 | 0.03% | 417 |
|
|
2017
Q4 | $316K | Sell |
5,361
-69
| -1% | -$4.07K | 0.03% | 412 |
|
|
2017
Q3 | $314K | Sell |
5,430
-44
| -0.8% | -$2.54K | 0.03% | 389 |
|
|
2017
Q2 | $299K | Buy |
5,474
+130
| +2% | +$7.1K | 0.03% | 399 |
|
|
2017
Q1 | $291K | Sell |
5,344
-94
| -2% | -$5.12K | 0.03% | 391 |
|
|
2016
Q4 | $285K | Buy |
5,438
+6
| +0.1% | +$314 | 0.04% | 371 |
|
|
2016
Q3 | $267K | Sell |
5,432
-106
| -2% | -$5.21K | 0.04% | 384 |
|
|
2016
Q2 | $297K | Sell |
5,538
-348
| -6% | -$18.7K | 0.04% | 349 |
|
|
2016
Q1 | $297K | Buy |
+5,886
| New | +$297K | 0.05% | 340 |
|