Geneos Wealth Management’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 | $2.27M | Sell |
21,854
-13,773
| -39% | -$1.43M | 0.06% | 350 |
|
|
2025
Q1 | $3.89M | Buy |
35,627
+25,009
| +236% | +$2.73M | 0.06% | 336 |
|
|
2024
Q4 | $979K | Sell |
10,618
-147
| -1% | -$13.6K | 0.03% | 430 |
|
|
2024
Q3 | $1.1M | Buy |
10,765
+1,183
| +12% | +$121K | 0.04% | 385 |
|
|
2024
Q2 | $841K | Sell |
9,582
-397
| -4% | -$34.8K | 0.04% | 391 |
|
|
2024
Q1 | $859K | Buy |
9,979
+55
| +0.6% | +$4.74K | 0.04% | 375 |
|
|
2023
Q4 | $806K | Sell |
9,924
-887
| -8% | -$72K | 0.04% | 364 |
|
|
2023
Q3 | $813K | Buy |
10,811
+680
| +7% | +$51.2K | 0.04% | 353 |
|
|
2023
Q2 | $853K | Sell |
10,131
-179
| -2% | -$15.1K | 0.04% | 346 |
|
|
2023
Q1 | $938K | Sell |
10,310
-87
| -0.8% | -$7.92K | 0.06% | 302 |
|
|
2022
Q4 | $987K | Sell |
10,397
-381
| -4% | -$36.2K | 0.06% | 280 |
|
|
2022
Q3 | $931K | Sell |
10,778
-5,266
| -33% | -$455K | 0.06% | 266 |
|
|
2022
Q2 | $1.57M | Sell |
16,044
-591
| -4% | -$57.9K | 0.08% | 237 |
|
|
2022
Q1 | $1.66M | Sell |
16,635
-396
| -2% | -$39.5K | 0.07% | 255 |
|
|
2021
Q4 | $1.52M | Sell |
17,031
-137
| -0.8% | -$12.2K | 0.06% | 301 |
|
|
2021
Q3 | $1.4M | Sell |
17,168
-197
| -1% | -$16K | 0.05% | 308 |
|
|
2021
Q2 | $1.48M | Sell |
17,365
-960
| -5% | -$81.8K | 0.06% | 282 |
|
|
2021
Q1 | $1.63M | Sell |
18,325
-1,238
| -6% | -$110K | 0.05% | 320 |
|
|
2020
Q4 | $1.61M | Sell |
19,563
-338
| -2% | -$27.9K | 0.06% | 265 |
|
|
2020
Q3 | $1.61M | Sell |
19,901
-772
| -4% | -$62.3K | 0.08% | 227 |
|
|
2020
Q2 | $1.61M | Buy |
20,673
+390
| +2% | +$30.4K | 0.09% | 215 |
|
|
2020
Q1 | $1.69M | Sell |
20,283
-400
| -2% | -$33.3K | 0.11% | 185 |
|
|
2019
Q4 | $1.95M | Buy |
20,683
+248
| +1% | +$23.4K | 0.1% | 210 |
|
|
2019
Q3 | $1.92M | Sell |
20,435
-1,096
| -5% | -$103K | 0.11% | 185 |
|
|
2019
Q2 | $1.89M | Buy |
21,531
+1,160
| +6% | +$102K | 0.12% | 181 |
|
|
2019
Q1 | $1.71M | Buy |
20,371
+1,260
| +7% | +$106K | 0.11% | 191 |
|
|
2018
Q4 | $1.43M | Sell |
19,111
-3,069
| -14% | -$229K | 0.11% | 194 |
|
|
2018
Q3 | $1.57M | Sell |
22,180
-727
| -3% | -$51.5K | 0.1% | 207 |
|
|
2018
Q2 | $1.59M | Sell |
22,907
-1,002
| -4% | -$69.4K | 0.12% | 164 |
|
|
2018
Q1 | $1.64M | Sell |
23,909
-3,847
| -14% | -$264K | 0.14% | 146 |
|
|
2017
Q4 | $2.04M | Buy |
27,756
+147
| +0.5% | +$10.8K | 0.18% | 131 |
|
|
2017
Q3 | $1.94M | Buy |
27,609
+414
| +2% | +$29.1K | 0.19% | 129 |
|
|
2017
Q2 | $1.89M | Sell |
27,195
-320
| -1% | -$22.2K | 0.19% | 121 |
|
|
2017
Q1 | $1.85M | Sell |
27,515
-673
| -2% | -$45.2K | 0.19% | 117 |
|
|
2016
Q4 | $1.77M | Sell |
28,188
-1,442
| -5% | -$90.8K | 0.23% | 102 |
|
|
2016
Q3 | $1.9M | Sell |
29,630
-179
| -0.6% | -$11.5K | 0.26% | 97 |
|
|
2016
Q2 | $2.09M | Buy |
29,809
+258
| +0.9% | +$18.1K | 0.3% | 81 |
|
|
2016
Q1 | $1.98M | Buy |
+29,551
| New | +$1.98M | 0.3% | 80 |
|