Geneos Wealth Management’s Peabody Energy BTU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.38M | Buy |
223,945
+19,661
| +10% | +$687K | 0.17% | 144 |
|
|
2025
Q4 | $6.07M | Buy |
204,284
+14,025
| +7% | +$412K | 0.15% | 168 |
|
|
2025
Q3 | $5.05M | Buy |
190,259
+189,329
| +20,358% | +$3.37M | 0.13% | 199 |
|
|
2025
Q2 | $12.5K | Buy |
930
+670
| +258% | +$8.84K | ﹤0.01% | 2232 |
|
|
2025
Q1 | $3.52K | Buy |
260
+195
| +300% | +$3.14K | ﹤0.01% | 2845 |
|
|
2024
Q4 | $1.36K | Hold |
65
| – | – | ﹤0.01% | 2700 |
|
|
2024
Q3 | $1.73K | Hold |
65
| – | – | ﹤0.01% | 2329 |
|
|
2024
Q2 | $1.44K | Buy |
+65
| New | +$1.5K | ﹤0.01% | 1941 |
|
|
2022
Q4 | – | Sell |
-325
| Closed | -$8K | – | 2030 |
|
|
2022
Q3 | $8K | Sell |
325
-65
| -17% | -$1.46K | ﹤0.01% | 1563 |
|
|
2022
Q2 | $8K | Hold |
390
| – | – | ﹤0.01% | 2021 |
|
|
2022
Q1 | $9K | Buy |
+390
| New | +$6.61K | ﹤0.01% | 2114 |
|
|
2021
Q4 | – | Sell |
-65
| Closed | -$1K | – | 2774 |
|
|
2021
Q3 | $1K | Buy |
+65
| New | +$851 | ﹤0.01% | 2712 |
|
|
2020
Q1 | – | Sell |
-1,065
| Closed | -$10K | – | 2487 |
|
|
2019
Q4 | $10K | Hold |
1,065
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q3 | $15K | Hold |
1,065
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q2 | $25K | Hold |
1,065
| – | – | ﹤0.01% | 1517 |
|
|
2019
Q1 | $30K | Hold |
1,065
| – | – | ﹤0.01% | 1379 |
|
|
2018
Q4 | $32K | Hold |
1,065
| – | – | ﹤0.01% | 1297 |
|
|
2018
Q3 | $37K | Hold |
1,065
| – | – | ﹤0.01% | 1301 |
|
|
2018
Q2 | $48K | Sell |
1,065
-105
| -9% | -$4.3K | ﹤0.01% | 1065 |
|
|
2018
Q1 | $42K | Hold |
1,170
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q4 | $46K | Hold |
1,170
| – | – | ﹤0.01% | 1032 |
|
|
2017
Q3 | $33K | Buy |
1,170
+632
| +117% | +$17.8K | ﹤0.01% | 1126 |
|
|
2017
Q2 | $13K | Buy |
+538
| New | +$13.3K | ﹤0.01% | 1422 |
|
Other funds holding BTU
VPM
VCM
