Geneos Wealth Management’s Black Stone Minerals BSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Sell |
5,180
-5,510
| -52% | -$72.1K | ﹤0.01% | 1423 |
|
|
2025
Q1 | $163K | Buy |
10,690
+5,510
| +106% | +$84.1K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $75.6K | Hold |
5,180
| – | – | ﹤0.01% | 1158 |
|
|
2024
Q3 | $78.2K | Sell |
5,180
-800
| -13% | -$12.1K | ﹤0.01% | 1044 |
|
|
2024
Q2 | $93.7K | Sell |
5,980
-100
| -2% | -$1.57K | ﹤0.01% | 886 |
|
|
2024
Q1 | $97.2K | Hold |
6,080
| – | – | ﹤0.01% | 858 |
|
|
2023
Q4 | $97K | Hold |
6,080
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $105K | Hold |
6,080
| – | – | 0.01% | 863 |
|
|
2023
Q2 | $97K | Hold |
6,080
| – | – | 0.01% | 889 |
|
|
2023
Q1 | $95.4K | Buy |
6,080
+1,680
| +38% | +$26.4K | 0.01% | 856 |
|
|
2022
Q4 | $74.2K | Buy |
4,400
+2,300
| +110% | +$38.8K | ﹤0.01% | 912 |
|
|
2022
Q3 | $32K | Sell |
2,100
-1,800
| -46% | -$27.4K | ﹤0.01% | 1180 |
|
|
2022
Q2 | $55K | Buy |
3,900
+300
| +8% | +$4.23K | ﹤0.01% | 1238 |
|
|
2022
Q1 | $48K | Hold |
3,600
| – | – | ﹤0.01% | 1404 |
|
|
2021
Q4 | $37K | Buy |
3,600
+800
| +29% | +$8.22K | ﹤0.01% | 1614 |
|
|
2021
Q3 | $33K | Buy |
+2,800
| New | +$33K | ﹤0.01% | 1681 |
|