Geneos Wealth Management’s BCE BCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.4K | Sell |
3,581
-3,638
| -50% | -$80.7K | ﹤0.01% | 1347 |
|
|
2025
Q1 | $166K | Buy |
7,219
+5,340
| +284% | +$123K | ﹤0.01% | 1316 |
|
|
2024
Q4 | $43.6K | Sell |
1,879
-654
| -26% | -$15.2K | ﹤0.01% | 1370 |
|
|
2024
Q3 | $88.1K | Buy |
2,533
+205
| +9% | +$7.13K | ﹤0.01% | 998 |
|
|
2024
Q2 | $75.4K | Buy |
2,328
+13
| +0.6% | +$421 | ﹤0.01% | 945 |
|
|
2024
Q1 | $78.6K | Buy |
2,315
+124
| +6% | +$4.21K | ﹤0.01% | 925 |
|
|
2023
Q4 | $86.3K | Sell |
2,191
-4,610
| -68% | -$182K | ﹤0.01% | 879 |
|
|
2023
Q3 | $260K | Sell |
6,801
-1,265
| -16% | -$48.3K | 0.01% | 614 |
|
|
2023
Q2 | $368K | Buy |
8,066
+3,937
| +95% | +$179K | 0.02% | 531 |
|
|
2023
Q1 | $185K | Sell |
4,129
-6,888
| -63% | -$308K | 0.01% | 671 |
|
|
2022
Q4 | $484K | Sell |
11,017
-3,579
| -25% | -$157K | 0.03% | 431 |
|
|
2022
Q3 | $612K | Sell |
14,596
-68
| -0.5% | -$2.85K | 0.04% | 352 |
|
|
2022
Q2 | $731K | Buy |
14,664
+434
| +3% | +$21.6K | 0.04% | 404 |
|
|
2022
Q1 | $789K | Sell |
14,230
-796
| -5% | -$44.1K | 0.03% | 421 |
|
|
2021
Q4 | $781K | Buy |
15,026
+1,050
| +8% | +$54.6K | 0.03% | 466 |
|
|
2021
Q3 | $699K | Buy |
13,976
+165
| +1% | +$8.25K | 0.03% | 489 |
|
|
2021
Q2 | $686K | Sell |
13,811
-250
| -2% | -$12.4K | 0.03% | 473 |
|
|
2021
Q1 | $664K | Hold |
14,061
| – | – | 0.02% | 553 |
|
|
2020
Q4 | $639K | Buy |
14,061
+5,444
| +63% | +$247K | 0.03% | 469 |
|
|
2020
Q3 | $357K | Hold |
8,617
| – | – | 0.02% | 514 |
|
|
2020
Q2 | $352K | Sell |
8,617
-161
| -2% | -$6.58K | 0.02% | 495 |
|
|
2020
Q1 | $337K | Buy |
8,778
+1,228
| +16% | +$47.1K | 0.02% | 463 |
|
|
2019
Q4 | $349K | Hold |
7,550
| – | – | 0.02% | 526 |
|
|
2019
Q3 | $365K | Buy |
7,550
+261
| +4% | +$12.6K | 0.02% | 479 |
|
|
2019
Q2 | $331K | Buy |
7,289
+469
| +7% | +$21.3K | 0.02% | 518 |
|
|
2019
Q1 | $302K | Sell |
6,820
-283
| -4% | -$12.5K | 0.02% | 528 |
|
|
2018
Q4 | $280K | Buy |
7,103
+5,664
| +394% | +$223K | 0.02% | 504 |
|
|
2018
Q3 | $58K | Hold |
1,439
| – | – | ﹤0.01% | 1096 |
|
|
2018
Q2 | $58K | Sell |
1,439
-486
| -25% | -$19.6K | ﹤0.01% | 973 |
|
|
2018
Q1 | $82K | Sell |
1,925
-61
| -3% | -$2.6K | 0.01% | 818 |
|
|
2017
Q4 | $95K | Hold |
1,986
| – | – | 0.01% | 761 |
|
|
2017
Q3 | $93K | Sell |
1,986
-194
| -9% | -$9.09K | 0.01% | 721 |
|
|
2017
Q2 | $98K | Buy |
2,180
+1,109
| +104% | +$49.9K | 0.01% | 682 |
|
|
2017
Q1 | $47K | Sell |
1,071
-122
| -10% | -$5.35K | ﹤0.01% | 904 |
|
|
2016
Q4 | $51K | Buy |
1,193
+1
| +0.1% | +$43 | 0.01% | 830 |
|
|
2016
Q3 | $55K | Sell |
1,192
-12,018
| -91% | -$555K | 0.01% | 781 |
|
|
2016
Q2 | $628K | Buy |
13,210
+5,109
| +63% | +$243K | 0.09% | 207 |
|
|
2016
Q1 | $370K | Buy |
+8,101
| New | +$370K | 0.06% | 292 |
|