Geneos Wealth Management’s Constellation Energy CEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,899
-2,516
| -39% | -$812K | 0.03% | 473 |
|
|
2025
Q1 | $1.44M | Buy |
6,415
+4,303
| +204% | +$965K | 0.02% | 566 |
|
|
2024
Q4 | $472K | Sell |
2,112
-50
| -2% | -$11.2K | 0.02% | 607 |
|
|
2024
Q3 | $562K | Buy |
2,162
+357
| +20% | +$92.8K | 0.02% | 532 |
|
|
2024
Q2 | $362K | Buy |
1,805
+215
| +14% | +$43.1K | 0.02% | 569 |
|
|
2024
Q1 | $294K | Buy |
1,590
+1
| +0.1% | +$185 | 0.01% | 606 |
|
|
2023
Q4 | $186K | Sell |
1,589
-28
| -2% | -$3.27K | 0.01% | 691 |
|
|
2023
Q3 | $176K | Sell |
1,617
-2,329
| -59% | -$254K | 0.01% | 713 |
|
|
2023
Q2 | $106K | Buy |
3,946
+2,564
| +186% | +$68.8K | 0.01% | 858 |
|
|
2023
Q1 | $108K | Sell |
1,382
-227
| -14% | -$17.8K | 0.01% | 823 |
|
|
2022
Q4 | $139K | Hold |
1,609
| – | – | 0.01% | 742 |
|
|
2022
Q3 | $133K | Sell |
1,609
-4,544
| -74% | -$376K | 0.01% | 719 |
|
|
2022
Q2 | $354K | Buy |
6,153
+1,366
| +29% | +$78.6K | 0.02% | 590 |
|
|
2022
Q1 | $269K | Buy |
+4,787
| New | +$269K | 0.01% | 699 |
|