Geneos Wealth Management’s Atmos Energy ATO Stock Holding History

Geneos Wealth Management’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$89.3K	Sell	579 -653	-53%	-$101K	﹤0.01%	1295
2025 Q1	$191K	Buy	1,232 +716	+139%	+$111K	﹤0.01%	1252
2024 Q4	$71.9K	Sell	516 -3	-0.6%	-$418	﹤0.01%	1180
2024 Q3	$72K	Sell	519 -225	-30%	-$31.2K	﹤0.01%	1065
2024 Q2	$86.8K	Sell	744 -13	-2%	-$1.52K	﹤0.01%	903
2024 Q1	$90K	Buy	757 +13	+2%	+$1.55K	﹤0.01%	882
2023 Q4	$86.3K	Hold	744	–	–	﹤0.01%	880
2023 Q3	$78.8K	Hold	744	–	–	﹤0.01%	939
2023 Q2	$86.6K	Hold	744	–	–	﹤0.01%	913
2023 Q1	$83.6K	Buy	744 +200	+37%	+$22.5K	0.01%	901
2022 Q4	$61K	Sell	544 -200	-27%	-$22.4K	﹤0.01%	980
2022 Q3	$75K	Sell	744 -1,000	-57%	-$101K	0.01%	886
2022 Q2	$200K	Hold	1,744	–	–	0.01%	746
2022 Q1	$208K	Sell	1,744 -25	-1%	-$2.98K	0.01%	789
2021 Q4	$185K	Buy	1,769 +25	+1%	+$2.61K	0.01%	901
2021 Q3	$154K	Hold	1,744	–	–	0.01%	971
2021 Q2	$169K	Hold	1,744	–	–	0.01%	923
2021 Q1	$180K	Hold	1,744	–	–	0.01%	1011
2020 Q4	$169K	Hold	1,744	–	–	0.01%	898
2020 Q3	$166K	Sell	1,744 -142	-8%	-$13.5K	0.01%	745
2020 Q2	$183K	Hold	1,886	–	–	0.01%	695
2020 Q1	$183K	Buy	1,886 +1,300	+222%	+$126K	0.01%	640
2019 Q4	$64K	Hold	586	–	–	﹤0.01%	1136
2019 Q3	$66K	Hold	586	–	–	﹤0.01%	1054
2019 Q2	$61K	Hold	586	–	–	﹤0.01%	1094
2019 Q1	$60K	Sell	586 -358	-38%	-$36.7K	﹤0.01%	1057
2018 Q4	$86K	Hold	944	–	–	0.01%	885
2018 Q3	$88K	Buy	944 +244	+35%	+$22.7K	0.01%	930
2018 Q2	$63K	Sell	700 -50	-7%	-$4.5K	﹤0.01%	944
2018 Q1	$63K	Sell	750 -244	-25%	-$20.5K	0.01%	910
2017 Q4	$85K	Hold	994	–	–	0.01%	798
2017 Q3	$83K	Sell	994 -77	-7%	-$6.43K	0.01%	759
2017 Q2	$88K	Buy	1,071 +77	+8%	+$6.33K	0.01%	725
2017 Q1	$78K	Sell	994 -18	-2%	-$1.41K	0.01%	731
2016 Q4	$75K	Sell	1,012 -52	-5%	-$3.85K	0.01%	691
2016 Q3	$79K	Buy	1,064 +18	+2%	+$1.34K	0.01%	654
2016 Q2	$84K	Sell	1,046 -203	-16%	-$16.3K	0.01%	636
2016 Q1	$93K	Buy	+1,249	New	+$93K	0.01%	607