Geneos Wealth Management’s Celanese CE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$28.4K	Buy	513 +264	+106%	+$14.6K	﹤0.01%	1862
2025 Q1	$38K	Sell	249 -83	-25%	-$12.7K	﹤0.01%	2046
2024 Q4	$23K	Buy	332 +4	+1%	+$277	﹤0.01%	1667
2024 Q3	$44.6K	Buy	328 +97	+42%	+$13.2K	﹤0.01%	1239
2024 Q2	$31.2K	Hold	231	–	–	﹤0.01%	1224
2024 Q1	$39.7K	Hold	231	–	–	﹤0.01%	1147
2023 Q4	$35.9K	Buy	231 +6	+3%	+$932	﹤0.01%	1169
2023 Q3	$28.2K	Hold	225	–	–	﹤0.01%	1259
2023 Q2	$26.1K	Hold	225	–	–	﹤0.01%	1281
2023 Q1	$24.5K	Hold	225	–	–	﹤0.01%	1279
2022 Q4	$23K	Hold	225	–	–	﹤0.01%	1294
2022 Q3	$20K	Hold	225	–	–	﹤0.01%	1316
2022 Q2	$26K	Hold	225	–	–	﹤0.01%	1558
2022 Q1	$32K	Hold	225	–	–	﹤0.01%	1569
2021 Q4	$37K	Hold	225	–	–	﹤0.01%	1615
2021 Q3	$34K	Hold	225	–	–	﹤0.01%	1665
2021 Q2	$34K	Sell	225 -869	-79%	-$131K	﹤0.01%	1648
2021 Q1	$171K	Buy	1,094 +81	+8%	+$12.7K	﹤0.01%	1044
2020 Q4	$43K	Buy	1,013 +731	+259%	+$31K	﹤0.01%	1530
2020 Q3	$29K	Hold	282	–	–	﹤0.01%	1477
2020 Q2	$23K	Sell	282 -46	-14%	-$3.75K	﹤0.01%	1555
2020 Q1	$23K	Sell	328 -40	-11%	-$2.81K	﹤0.01%	1443
2019 Q4	$45K	Hold	368	–	–	﹤0.01%	1311
2019 Q3	$44K	Hold	368	–	–	﹤0.01%	1244
2019 Q2	$39K	Hold	368	–	–	﹤0.01%	1313
2019 Q1	$36K	Sell	368 -136	-27%	-$13.3K	﹤0.01%	1295
2018 Q4	$45K	Hold	504	–	–	﹤0.01%	1140
2018 Q3	$57K	Hold	504	–	–	﹤0.01%	1109
2018 Q2	$55K	Hold	504	–	–	﹤0.01%	994
2018 Q1	$50K	Hold	504	–	–	﹤0.01%	993
2017 Q4	$53K	Buy	504 +40	+9%	+$4.21K	﹤0.01%	973
2017 Q3	$48K	Hold	464	–	–	﹤0.01%	964
2017 Q2	$44K	Buy	464 +136	+41%	+$12.9K	﹤0.01%	970
2017 Q1	$29K	Sell	328 -15	-4%	-$1.33K	﹤0.01%	1096
2016 Q4	$27K	Hold	343	–	–	﹤0.01%	1059
2016 Q3	$22K	Buy	343 +18	+6%	+$1.16K	﹤0.01%	1094
2016 Q2	$21K	Buy	325 +60	+23%	+$3.88K	﹤0.01%	1096
2016 Q1	$17K	Buy	+265	New	+$17K	﹤0.01%	1133