Geneos Wealth Management’s C3.ai AI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $58.5K | Buy |
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|
2025
Q2 | $32.9K | Sell |
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|
2025
Q1 | $67.6K | Buy |
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|
2024
Q4 | $45.5K | Buy |
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|
2024
Q3 | $18.6K | Sell |
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|
2024
Q2 | $25.8K | Sell |
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|
2024
Q1 | $32.9K | Hold |
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|
2023
Q4 | $34.9K | Buy |
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|
2023
Q3 | $22.1K | Buy |
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|
2023
Q2 | $19K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $169K | Sell |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $37K | Buy |
|