GWM
Geneos Wealth Management’s Clearway Energy Class A CWEN.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696 | Sell |
23
-23
| -50% | -$696 | ﹤0.01% | 3065 |
|
|
2025
Q1 | $1.31K | Sell |
46
-276
| -86% | -$7.86K | ﹤0.01% | 3025 |
|
|
2024
Q4 | $7.87K | Hold |
322
| – | – | ﹤0.01% | 2153 |
|
|
2024
Q3 | $9.17K | Hold |
322
| – | – | ﹤0.01% | 1871 |
|
|
2024
Q2 | $7.3K | Hold |
322
| – | – | ﹤0.01% | 1627 |
|
|
2024
Q1 | $6.93K | Sell |
322
-63
| -16% | -$1.36K | ﹤0.01% | 1638 |
|
|
2023
Q4 | $9.85K | Hold |
385
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q3 | $7.67K | Sell |
385
-317
| -45% | -$6.31K | ﹤0.01% | 1636 |
|
|
2023
Q2 | $19K | Hold |
702
| – | – | ﹤0.01% | 1398 |
|
|
2023
Q1 | $21.1K | Buy |
702
+63
| +10% | +$1.89K | ﹤0.01% | 1330 |
|
|
2022
Q4 | $19.1K | Hold |
639
| – | – | ﹤0.01% | 1345 |
|
|
2022
Q3 | $18K | Hold |
639
| – | – | ﹤0.01% | 1353 |
|
|
2022
Q2 | $20K | Hold |
639
| – | – | ﹤0.01% | 1674 |
|
|
2022
Q1 | $21K | Hold |
639
| – | – | ﹤0.01% | 1776 |
|
|
2021
Q4 | $21K | Sell |
639
-3
| -0.5% | -$99 | ﹤0.01% | 1854 |
|
|
2021
Q3 | $18K | Hold |
642
| – | – | ﹤0.01% | 1963 |
|
|
2021
Q2 | $16K | Buy |
642
+437
| +213% | +$10.9K | ﹤0.01% | 2011 |
|
|
2021
Q1 | $5K | Sell |
205
-3
| -1% | -$73 | ﹤0.01% | 2639 |
|
|
2020
Q4 | $5K | Buy |
+208
| New | +$5K | ﹤0.01% | 2460 |
|