Geneos Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.08M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.44M | Buy |
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|
2024
Q4 | $472K | Sell |
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|
2024
Q3 | $562K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $186K | Sell |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $108K | Sell |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $269K | Buy |
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