Geneos Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Sell |
2,275
-3,764
| -62% | -$261K | ﹤0.01% | 1083 |
|
|
2025
Q1 | $454K | Buy |
6,039
+4,354
| +258% | +$327K | 0.01% | 929 |
|
|
2024
Q4 | $112K | Buy |
1,685
+6
| +0.4% | +$400 | ﹤0.01% | 1029 |
|
|
2024
Q3 | $119K | Buy |
1,679
+1,570
| +1,440% | +$111K | ﹤0.01% | 918 |
|
|
2024
Q2 | $6.49K | Hold |
109
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q1 | $6.58K | Sell |
109
-15
| -12% | -$905 | ﹤0.01% | 1652 |
|
|
2023
Q4 | $7.2K | Sell |
124
-46
| -27% | -$2.67K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $9.03K | Buy |
170
+35
| +26% | +$1.86K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $7.93K | Buy |
135
+9
| +7% | +$529 | ﹤0.01% | 1632 |
|
|
2023
Q1 | $7.73K | Buy |
126
+26
| +26% | +$1.6K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $6.33K | Hold |
100
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1679 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2122 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2337 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2437 |
|
|
2021
Q2 | $5K | Sell |
100
-396
| -80% | -$19.8K | ﹤0.01% | 2432 |
|
|
2021
Q1 | $31K | Hold |
496
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q4 | $6K | Buy |
496
+396
| +396% | +$4.79K | ﹤0.01% | 2404 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2131 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2016 |
|
|
2019
Q4 | $6K | Sell |
100
-139
| -58% | -$8.34K | ﹤0.01% | 2132 |
|
|
2019
Q3 | $15K | Buy |
+239
| New | +$15K | ﹤0.01% | 1725 |
|
|
2018
Q3 | – | Sell |
-272
| Closed | -$12K | – | 2410 |
|
|
2018
Q2 | $12K | Hold |
272
| – | – | ﹤0.01% | 1630 |
|
|
2018
Q1 | $12K | Sell |
272
-287
| -51% | -$12.7K | ﹤0.01% | 1567 |
|
|
2017
Q4 | $26K | Buy |
559
+87
| +18% | +$4.05K | ﹤0.01% | 1281 |
|
|
2017
Q3 | $21K | Hold |
472
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q2 | $21K | Hold |
472
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q1 | $21K | Sell |
472
-47
| -9% | -$2.09K | ﹤0.01% | 1209 |
|
|
2016
Q4 | $21K | Hold |
519
| – | – | ﹤0.01% | 1157 |
|
|
2016
Q3 | $21K | Buy |
519
+47
| +10% | +$1.9K | ﹤0.01% | 1117 |
|
|
2016
Q2 | $21K | Hold |
472
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q1 | $20K | Buy |
+472
| New | +$20K | ﹤0.01% | 1084 |
|