Geneos Wealth Management’s Charter Communications CHTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17.7K | Hold |
82
| – | – | ﹤0.01% | 1817 |
|
|
2025
Q4 | $17.1K | Sell |
82
-2
| -2% | -$450 | ﹤0.01% | 1787 |
|
|
2025
Q3 | $23.1K | Sell |
84
-85
| -50% | -$25.7K | ﹤0.01% | 1673 |
|
|
2025
Q2 | $69.1K | Buy |
169
+72
| +74% | +$27.6K | ﹤0.01% | 1412 |
|
|
2025
Q1 | $82.6K | Buy |
97
+58
| +149% | +$20.7K | ﹤0.01% | 1665 |
|
|
2024
Q4 | $13.4K | Sell |
39
-639
| -94% | -$231K | ﹤0.01% | 1922 |
|
|
2024
Q3 | $220K | Buy |
678
+36
| +6% | +$12.1K | 0.01% | 746 |
|
|
2024
Q2 | $192K | Hold |
642
| – | – | 0.01% | 711 |
|
|
2024
Q1 | $187K | Hold |
642
| – | – | 0.01% | 713 |
|
|
2023
Q4 | $250K | Buy |
642
+1
| +0.2% | +$408 | 0.01% | 617 |
|
|
2023
Q3 | $282K | Hold |
641
| – | – | 0.01% | 590 |
|
|
2023
Q2 | $235K | Hold |
641
| – | – | 0.01% | 643 |
|
|
2023
Q1 | $229K | Sell |
641
-1
| -0.2% | -$374 | 0.01% | 623 |
|
|
2022
Q4 | $218K | Hold |
642
| – | – | 0.01% | 606 |
|
|
2022
Q3 | $194K | Sell |
642
-104
| -14% | -$44.5K | 0.01% | 607 |
|
|
2022
Q2 | $358K | Sell |
746
-83
| -10% | -$40.5K | 0.02% | 586 |
|
|
2022
Q1 | $452K | Sell |
829
-137
| -14% | -$80.4K | 0.02% | 552 |
|
|
2021
Q4 | $629K | Buy |
966
+48
| +5% | +$32.7K | 0.02% | 509 |
|
|
2021
Q3 | $677K | Sell |
918
-1
| -0.1% | -$759 | 0.03% | 494 |
|
|
2021
Q2 | $672K | Buy |
919
+635
| +224% | +$427K | 0.03% | 478 |
|
|
2021
Q1 | $191K | Buy |
284
+3
| +1% | +$1.88K | 0.01% | 977 |
|
|
2020
Q4 | $177K | Sell |
281
-29
| -9% | -$18.5K | 0.01% | 872 |
|
|
2020
Q3 | $191K | Hold |
310
| – | – | 0.01% | 705 |
|
|
2020
Q2 | $155K | Sell |
310
-11
| -3% | -$5.58K | 0.01% | 741 |
|
|
2020
Q1 | $141K | Sell |
321
-23
| -7% | -$11.2K | 0.01% | 730 |
|
|
2019
Q4 | $166K | Hold |
344
| – | – | 0.01% | 763 |
|
|
2019
Q3 | $139K | Buy |
344
+85
| +33% | +$34.3K | 0.01% | 776 |
|
|
2019
Q2 | $102K | Hold |
259
| – | – | 0.01% | 898 |
|
|
2019
Q1 | $89K | Hold |
259
| – | – | 0.01% | 902 |
|
|
2018
Q4 | $73K | Sell |
259
-23
| -8% | -$7.21K | 0.01% | 942 |
|
|
2018
Q3 | $91K | Buy |
282
+12
| +4% | +$3.66K | 0.01% | 921 |
|
|
2018
Q2 | $79K | Sell |
270
-8
| -3% | -$2.3K | 0.01% | 861 |
|
|
2018
Q1 | $86K | Sell |
278
-9
| -3% | -$3.16K | 0.01% | 809 |
|
|
2017
Q4 | $96K | Sell |
287
-5
| -2% | -$1.7K | 0.01% | 752 |
|
|
2017
Q3 | $106K | Sell |
292
-4
| -1% | -$1.49K | 0.01% | 680 |
|
|
2017
Q2 | $99K | Sell |
296
-14
| -5% | -$4.67K | 0.01% | 680 |
|
|
2017
Q1 | $101K | Sell |
310
-3
| -1% | -$956 | 0.01% | 658 |
|
|
2016
Q4 | $90K | Sell |
313
-12
| -4% | -$3.23K | 0.01% | 637 |
|
|
2016
Q3 | $87K | Buy |
325
+26
| +9% | +$6.57K | 0.01% | 634 |
|
|
2016
Q2 | $69K | Buy |
+299
| New | +$64.3K | 0.01% | 695 |
|
Other funds holding CHTR
VCM
VPM
