Geneos Wealth Management’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.9K | Sell |
1,338
-1,833
| -58% | -$45K | ﹤0.01% | 1782 |
|
|
2025
Q1 | $67.6K | Buy |
3,171
+1,849
| +140% | +$39.4K | ﹤0.01% | 1761 |
|
|
2024
Q4 | $45.5K | Buy |
1,322
+555
| +72% | +$19.1K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $18.6K | Sell |
767
-125
| -14% | -$3.03K | ﹤0.01% | 1586 |
|
|
2024
Q2 | $25.8K | Sell |
892
-325
| -27% | -$9.41K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $32.9K | Hold |
1,217
| – | – | ﹤0.01% | 1214 |
|
|
2023
Q4 | $34.9K | Buy |
1,217
+350
| +40% | +$10K | ﹤0.01% | 1179 |
|
|
2023
Q3 | $22.1K | Buy |
867
+346
| +66% | +$8.83K | ﹤0.01% | 1346 |
|
|
2023
Q2 | $19K | Sell |
521
-6,984
| -93% | -$254K | ﹤0.01% | 1397 |
|
|
2023
Q1 | $252K | Sell |
7,505
-7,577
| -50% | -$254K | 0.02% | 592 |
|
|
2022
Q4 | $169K | Sell |
15,082
-3,230
| -18% | -$36.1K | 0.01% | 680 |
|
|
2022
Q3 | $228K | Sell |
18,312
-2,490
| -12% | -$31K | 0.02% | 564 |
|
|
2022
Q2 | $398K | Sell |
20,802
-3,040
| -13% | -$58.2K | 0.02% | 559 |
|
|
2022
Q1 | $541K | Buy |
23,842
+2,288
| +11% | +$51.9K | 0.02% | 512 |
|
|
2021
Q4 | $673K | Buy |
21,554
+20,991
| +3,728% | +$655K | 0.03% | 494 |
|
|
2021
Q3 | $25K | Hold |
563
| – | – | ﹤0.01% | 1799 |
|
|
2021
Q2 | $34K | Hold |
563
| – | – | ﹤0.01% | 1646 |
|
|
2021
Q1 | $37K | Hold |
563
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q4 | $37K | Buy |
+563
| New | +$37K | ﹤0.01% | 1597 |
|