GWM
Geneos Wealth Management’s Crescent Energy CRGY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-70
| Closed | -$2.36K | – | 3134 |
|
|
2025
Q1 | $2.36K | Buy |
+70
| New | +$2.36K | ﹤0.01% | 2944 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$5K | – | 2120 |
|
|
2022
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 2167 |
|
|
2022
Q1 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 2267 |
|