Geneos Wealth Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.43K | Sell |
421
-400
| -49% | -$4.21K | ﹤0.01% | 2613 |
|
|
2025
Q1 | $10.2K | Buy |
821
+577
| +236% | +$7.17K | ﹤0.01% | 2561 |
|
|
2024
Q4 | $3.14K | Sell |
244
-1
| -0.4% | -$13 | ﹤0.01% | 2475 |
|
|
2024
Q3 | $4.92K | Buy |
245
+24
| +11% | +$481 | ﹤0.01% | 2077 |
|
|
2024
Q2 | $3.88K | Hold |
221
| – | – | ﹤0.01% | 1772 |
|
|
2024
Q1 | $3.96K | Hold |
221
| – | – | ﹤0.01% | 1759 |
|
|
2023
Q4 | $4.25K | Sell |
221
-454
| -67% | -$8.74K | ﹤0.01% | 1763 |
|
|
2023
Q3 | $10.3K | Buy |
675
+75
| +13% | +$1.14K | ﹤0.01% | 1562 |
|
|
2023
Q2 | $12.4K | Buy |
600
+60
| +11% | +$1.24K | ﹤0.01% | 1514 |
|
|
2023
Q1 | $13K | Hold |
540
| – | – | ﹤0.01% | 1479 |
|
|
2022
Q4 | $15.5K | Buy |
540
+65
| +14% | +$1.87K | ﹤0.01% | 1411 |
|
|
2022
Q3 | $10K | Sell |
475
-250
| -34% | -$5.26K | ﹤0.01% | 1504 |
|
|
2022
Q2 | $15K | Hold |
725
| – | – | ﹤0.01% | 1800 |
|
|
2022
Q1 | $18K | Hold |
725
| – | – | ﹤0.01% | 1842 |
|
|
2021
Q4 | $17K | Sell |
725
-5
| -0.7% | -$117 | ﹤0.01% | 1953 |
|
|
2021
Q3 | $16K | Hold |
730
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q2 | $19K | Sell |
730
-1,669
| -70% | -$43.4K | ﹤0.01% | 1931 |
|
|
2021
Q1 | $66K | Sell |
2,399
-92
| -4% | -$2.53K | ﹤0.01% | 1479 |
|
|
2020
Q4 | $45K | Buy |
2,491
+1,398
| +128% | +$25.3K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $19K | Hold |
1,093
| – | – | ﹤0.01% | 1669 |
|
|
2020
Q2 | $15K | Sell |
1,093
-521
| -32% | -$7.15K | ﹤0.01% | 1737 |
|
|
2020
Q1 | $21K | Buy |
1,614
+3
| +0.2% | +$39 | ﹤0.01% | 1480 |
|
|
2019
Q4 | $32K | Sell |
1,611
-1,065
| -40% | -$21.2K | ﹤0.01% | 1468 |
|
|
2019
Q3 | $43K | Sell |
2,676
-8
| -0.3% | -$129 | ﹤0.01% | 1258 |
|
|
2019
Q2 | $44K | Buy |
2,684
+87
| +3% | +$1.43K | ﹤0.01% | 1247 |
|
|
2019
Q1 | $46K | Buy |
2,597
+14
| +0.5% | +$248 | ﹤0.01% | 1181 |
|
|
2018
Q4 | $36K | Sell |
2,583
-4,201
| -62% | -$58.6K | ﹤0.01% | 1242 |
|
|
2018
Q3 | $94K | Buy |
6,784
+5,463
| +414% | +$75.7K | 0.01% | 905 |
|
|
2018
Q2 | $17K | Buy |
1,321
+400
| +43% | +$5.15K | ﹤0.01% | 1512 |
|
|
2018
Q1 | $10K | Sell |
921
-158
| -15% | -$1.72K | ﹤0.01% | 1630 |
|
|
2017
Q4 | $11K | Buy |
1,079
+115
| +12% | +$1.17K | ﹤0.01% | 1587 |
|
|
2017
Q3 | $10K | Hold |
964
| – | – | ﹤0.01% | 1559 |
|
|
2017
Q2 | $10K | Hold |
964
| – | – | ﹤0.01% | 1522 |
|
|
2017
Q1 | $10K | Sell |
964
-424
| -31% | -$4.4K | ﹤0.01% | 1470 |
|
|
2016
Q4 | $16K | Buy |
1,388
+3
| +0.2% | +$35 | ﹤0.01% | 1263 |
|
|
2016
Q3 | $17K | Buy |
1,385
+454
| +49% | +$5.57K | ﹤0.01% | 1177 |
|
|
2016
Q2 | $11K | Buy |
931
+3
| +0.3% | +$35 | ﹤0.01% | 1286 |
|
|
2016
Q1 | $10K | Buy |
+928
| New | +$10K | ﹤0.01% | 1295 |
|