Geneos Wealth Management’s Commercial Metals CMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
6,751
-3,362
| -33% | -$164K | 0.01% | 833 |
|
|
2025
Q1 | $465K | Buy |
10,113
+6,741
| +200% | +$310K | 0.01% | 920 |
|
|
2024
Q4 | $167K | Buy |
3,372
+5
| +0.1% | +$248 | 0.01% | 898 |
|
|
2024
Q3 | $185K | Buy |
3,367
+34
| +1% | +$1.87K | 0.01% | 792 |
|
|
2024
Q2 | $183K | Buy |
3,333
+7
| +0.2% | +$385 | 0.01% | 725 |
|
|
2024
Q1 | $195K | Buy |
3,326
+7
| +0.2% | +$411 | 0.01% | 703 |
|
|
2023
Q4 | $166K | Buy |
3,319
+8
| +0.2% | +$400 | 0.01% | 712 |
|
|
2023
Q3 | $164K | Buy |
3,311
+7
| +0.2% | +$346 | 0.01% | 732 |
|
|
2023
Q2 | $174K | Buy |
3,304
+11
| +0.3% | +$579 | 0.01% | 712 |
|
|
2023
Q1 | $161K | Buy |
3,293
+10
| +0.3% | +$489 | 0.01% | 710 |
|
|
2022
Q4 | $159K | Buy |
3,283
+11
| +0.3% | +$531 | 0.01% | 702 |
|
|
2022
Q3 | $116K | Sell |
3,272
-593
| -15% | -$21K | 0.01% | 755 |
|
|
2022
Q2 | $130K | Buy |
3,865
+2,845
| +279% | +$95.7K | 0.01% | 907 |
|
|
2022
Q1 | $42K | Buy |
1,020
+920
| +920% | +$37.9K | ﹤0.01% | 1457 |
|
|
2021
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2512 |
|
|
2021
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2559 |
|
|
2021
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 2561 |
|
|
2021
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 2866 |
|
|
2020
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 2604 |
|
|
2020
Q3 | $2K | Hold |
100
| – | – | ﹤0.01% | 2392 |
|
|
2020
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 2350 |
|
|
2019
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2359 |
|
|
2019
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2380 |
|
|
2019
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 2383 |
|