Geneos Wealth Management’s Allete ALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $24.1K | Sell |
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|
2025
Q2 | $23.4K | Sell |
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|
2025
Q1 | $56.8K | Buy |
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|
2024
Q4 | $23.7K | Buy |
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|
2024
Q3 | $23.3K | Hold |
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|
2024
Q2 | $22.6K | Hold |
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|
2024
Q1 | $21.6K | Hold |
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|
2023
Q4 | $22.2K | Hold |
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|
2023
Q3 | $19.2K | Hold |
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|
2023
Q2 | $21K | Hold |
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|
2023
Q1 | $23.4K | Hold |
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|
2022
Q4 | $23.4K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $83K | Sell |
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|
2022
Q1 | $97K | Buy |
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|
2021
Q4 | $96K | Buy |
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|
2021
Q3 | $80K | Hold |
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|
2021
Q2 | $94K | Sell |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $121K | Buy |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $81K | Buy |
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|
2020
Q1 | $95K | Buy |
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|
2019
Q4 | $124K | Buy |
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|
2019
Q3 | $135K | Sell |
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|
2019
Q2 | $157K | Buy |
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|
2019
Q1 | $155K | Sell |
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|
2018
Q4 | $165K | Sell |
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|
2018
Q3 | $186K | Hold |
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|
2018
Q2 | $192K | Buy |
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|
2018
Q1 | $179K | Buy |
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|
2017
Q4 | $184K | Hold |
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|
2017
Q3 | $192K | Buy |
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|
2017
Q2 | $178K | Hold |
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|
2017
Q1 | $168K | Sell |
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|
2016
Q4 | $161K | Sell |
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|
2016
Q3 | $152K | Buy |
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|
2016
Q2 | $163K | Sell |
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|
2016
Q1 | $193K | Buy |
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