Geneos Wealth Management’s Chesapeake Utilities CPK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $27.2K | Sell |
|
|||||
|
2025
Q1 | $70.1K | Buy |
|
|||||
|
2024
Q4 | $6.8K | Buy |
|
|||||
|
2024
Q3 | $6.08K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $18K | Hold |
|
|||||
|
2021
Q1 | $17K | Hold |
|
|||||
|
2020
Q4 | $17K | Hold |
|
|||||
|
2020
Q3 | $11K | Hold |
|
|||||
|
2020
Q2 | $12K | Hold |
|
|||||
|
2020
Q1 | $12K | Hold |
|
|||||
|
2019
Q4 | $14K | Hold |
|
|||||
|
2019
Q3 | $14K | Hold |
|
|||||
|
2019
Q2 | $14K | Sell |
|
|||||
|
2019
Q1 | $30K | Hold |
|
|||||
|
2018
Q4 | $26K | Hold |
|
|||||
|
2018
Q3 | $28K | Buy |
|
|||||
|
2018
Q2 | $11K | Hold |
|
|||||
|
2018
Q1 | $10K | Hold |
|
|||||
|
2017
Q4 | $11K | Hold |
|
|||||
|
2017
Q3 | $11K | Hold |
|
|||||
|
2017
Q2 | $11K | Hold |
|
|||||
|
2017
Q1 | $10K | Sell |
|
|||||
|
2016
Q4 | $10K | Hold |
|
|||||
|
2016
Q3 | $10K | Buy |
|
|||||
|
2016
Q2 | $9K | Hold |
|
|||||
|
2016
Q1 | $9K | Buy |
|