Geneos Wealth Management’s Clearway Energy Class C CWEN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Sell |
635
-365
| -37% | -$11.7K | ﹤0.01% | 2024 |
|
|
2025
Q1 | $30.3K | Buy |
1,000
+500
| +100% | +$15.1K | ﹤0.01% | 2145 |
|
|
2024
Q4 | $13K | Hold |
500
| – | – | ﹤0.01% | 1934 |
|
|
2024
Q3 | $15.3K | Hold |
500
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q2 | $12.3K | Hold |
500
| – | – | ﹤0.01% | 1494 |
|
|
2024
Q1 | $11.5K | Hold |
500
| – | – | ﹤0.01% | 1514 |
|
|
2023
Q4 | $13.7K | Hold |
500
| – | – | ﹤0.01% | 1467 |
|
|
2023
Q3 | $10.6K | Hold |
500
| – | – | ﹤0.01% | 1553 |
|
|
2023
Q2 | $14.3K | Hold |
500
| – | – | ﹤0.01% | 1477 |
|
|
2023
Q1 | $15.7K | Hold |
500
| – | – | ﹤0.01% | 1424 |
|
|
2022
Q4 | $15.9K | Sell |
500
-200
| -29% | -$6.37K | ﹤0.01% | 1404 |
|
|
2022
Q3 | $22K | Hold |
700
| – | – | ﹤0.01% | 1284 |
|
|
2022
Q2 | $24K | Hold |
700
| – | – | ﹤0.01% | 1606 |
|
|
2022
Q1 | $25K | Hold |
700
| – | – | ﹤0.01% | 1692 |
|
|
2021
Q4 | $25K | Hold |
700
| – | – | ﹤0.01% | 1761 |
|
|
2021
Q3 | $21K | Hold |
700
| – | – | ﹤0.01% | 1892 |
|
|
2021
Q2 | $18K | Hold |
700
| – | – | ﹤0.01% | 1955 |
|
|
2021
Q1 | $20K | Hold |
700
| – | – | ﹤0.01% | 2079 |
|
|
2020
Q4 | $19K | Hold |
700
| – | – | ﹤0.01% | 1935 |
|
|
2020
Q3 | $17K | Hold |
700
| – | – | ﹤0.01% | 1722 |
|
|
2020
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 1741 |
|
|
2020
Q1 | $13K | Hold |
700
| – | – | ﹤0.01% | 1680 |
|
|
2019
Q4 | $14K | Sell |
700
-401
| -36% | -$8.02K | ﹤0.01% | 1829 |
|
|
2019
Q3 | $20K | Sell |
1,101
-283
| -20% | -$5.14K | ﹤0.01% | 1599 |
|
|
2019
Q2 | $23K | Hold |
1,384
| – | – | ﹤0.01% | 1559 |
|
|
2019
Q1 | $20K | Sell |
1,384
-440
| -24% | -$6.36K | ﹤0.01% | 1559 |
|
|
2018
Q4 | $31K | Hold |
1,824
| – | – | ﹤0.01% | 1313 |
|
|
2018
Q3 | $35K | Buy |
+1,824
| New | +$35K | ﹤0.01% | 1333 |
|