Geneos Wealth Management’s Brookfield Infrastructure BIPC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Buy |
787
+77
| +11% | +$3.2K | ﹤0.01% | 1786 |
|
|
2025
Q1 | $62.3K | Buy |
710
+548
| +338% | +$48.1K | ﹤0.01% | 1798 |
|
|
2024
Q4 | $6.48K | Buy |
+162
| New | +$6.48K | ﹤0.01% | 2224 |
|
|
2022
Q1 | – | Sell |
-1,722
| Closed | -$78K | – | 2762 |
|
|
2021
Q4 | $78K | Hold |
1,722
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q3 | $68K | Buy |
1,722
+1,657
| +2,549% | +$65.4K | ﹤0.01% | 1342 |
|
|
2021
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 2556 |
|
|
2021
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 2777 |
|
|
2020
Q4 | $3K | Sell |
65
-61
| -48% | -$2.82K | ﹤0.01% | 2596 |
|
|
2020
Q3 | $4K | Hold |
126
| – | – | ﹤0.01% | 2231 |
|
|
2020
Q2 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 2260 |
|