Geneos Wealth Management’s State Street SPDR S&P Kensho Clean Power ETF CNRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$2.24K Buy
2024
Q3
Sell
2024
Q2
$24.1K Hold
2024
Q1
$25.9K Sell
2023
Q4
$39.5K Sell
2023
Q3
$43.8K Hold
2023
Q2
$55K Hold
2023
Q1
$56.3K Hold
2022
Q4
$53.3K Buy
2022
Q3
$50K Sell
2022
Q2
$51K Sell
2022
Q1
$66K Buy
2021
Q4
$58K Buy
2021
Q3
$51K Buy
2021
Q2
$50K Hold
2021
Q1
$50K Buy
2020
Q4
$41K Buy