Geneos Wealth Management’s Charter Communications CHTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$69.1K	Buy	169 +72	+74%	+$29.4K	﹤0.01%	1412
2025 Q1	$82.6K	Buy	97 +58	+149%	+$49.4K	﹤0.01%	1665
2024 Q4	$13.4K	Sell	39 -639	-94%	-$219K	﹤0.01%	1922
2024 Q3	$220K	Buy	678 +36	+6%	+$11.7K	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%	+$389	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%	-$358	0.01%	623
2022 Q4	$218K	Hold	642	–	–	0.01%	606
2022 Q3	$194K	Sell	642 -104	-14%	-$31.4K	0.01%	607
2022 Q2	$358K	Sell	746 -83	-10%	-$39.8K	0.02%	586
2022 Q1	$452K	Sell	829 -137	-14%	-$74.7K	0.02%	552
2021 Q4	$629K	Buy	966 +48	+5%	+$31.3K	0.02%	509
2021 Q3	$677K	Sell	918 -1	-0.1%	-$737	0.03%	494
2021 Q2	$672K	Buy	919 +635	+224%	+$464K	0.03%	478
2021 Q1	$191K	Buy	284 +3	+1%	+$2.02K	0.01%	977
2020 Q4	$177K	Sell	281 -29	-9%	-$18.3K	0.01%	872
2020 Q3	$191K	Hold	310	–	–	0.01%	705
2020 Q2	$155K	Sell	310 -11	-3%	-$5.5K	0.01%	741
2020 Q1	$141K	Sell	321 -23	-7%	-$10.1K	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%	-$6.48K	0.01%	942
2018 Q3	$91K	Buy	282 +12	+4%	+$3.87K	0.01%	921
2018 Q2	$79K	Sell	270 -8	-3%	-$2.34K	0.01%	861
2018 Q1	$86K	Sell	278 -9	-3%	-$2.78K	0.01%	809
2017 Q4	$96K	Sell	287 -5	-2%	-$1.67K	0.01%	752
2017 Q3	$106K	Sell	292 -4	-1%	-$1.45K	0.01%	680
2017 Q2	$99K	Sell	296 -14	-5%	-$4.68K	0.01%	680
2017 Q1	$101K	Sell	310 -3	-1%	-$977	0.01%	658
2016 Q4	$90K	Sell	313 -12	-4%	-$3.45K	0.01%	637
2016 Q3	$87K	Buy	325 +26	+9%	+$6.96K	0.01%	634
2016 Q2	$69K	Buy	+299	New	+$69K	0.01%	695