Geneos Wealth Management’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Sell |
16,817
-10,025
| -37% | -$567K | 0.02% | 545 |
|
|
2025
Q1 | $1.78M | Buy |
26,842
+16,304
| +155% | +$1.08M | 0.03% | 520 |
|
|
2024
Q4 | $568K | Sell |
10,538
-1,597
| -13% | -$86K | 0.02% | 554 |
|
|
2024
Q3 | $701K | Sell |
12,135
-46,789
| -79% | -$2.7M | 0.03% | 480 |
|
|
2024
Q2 | $2.89M | Sell |
58,924
-19,965
| -25% | -$978K | 0.13% | 188 |
|
|
2024
Q1 | $3.88M | Buy |
78,889
+4,136
| +6% | +$203K | 0.18% | 144 |
|
|
2023
Q4 | $3.51M | Sell |
74,753
-20,297
| -21% | -$954K | 0.17% | 146 |
|
|
2023
Q3 | $4.25M | Buy |
95,050
+4,405
| +5% | +$197K | 0.22% | 122 |
|
|
2023
Q2 | $4.69M | Buy |
90,645
+15,000
| +20% | +$777K | 0.25% | 111 |
|
|
2023
Q1 | $4.23M | Sell |
75,645
-5,247
| -6% | -$293K | 0.26% | 100 |
|
|
2022
Q4 | $4.96M | Buy |
80,892
+24,747
| +44% | +$1.52M | 0.3% | 92 |
|
|
2022
Q3 | $3.88M | Sell |
56,145
-12,764
| -19% | -$882K | 0.27% | 92 |
|
|
2022
Q2 | $5.6M | Buy |
68,909
+4,336
| +7% | +$352K | 0.28% | 80 |
|
|
2022
Q1 | $5.49M | Sell |
64,573
-444
| -0.7% | -$37.7K | 0.24% | 97 |
|
|
2021
Q4 | $5.11M | Sell |
65,017
-11,039
| -15% | -$868K | 0.19% | 118 |
|
|
2021
Q3 | $5.5M | Buy |
76,056
+1,391
| +2% | +$101K | 0.21% | 111 |
|
|
2021
Q2 | $5.54M | Sell |
74,665
-2,250
| -3% | -$167K | 0.22% | 103 |
|
|
2021
Q1 | $6.15M | Buy |
76,915
+601
| +0.8% | +$48.1K | 0.17% | 143 |
|
|
2020
Q4 | $5.36M | Buy |
76,314
+2,102
| +3% | +$148K | 0.22% | 110 |
|
|
2020
Q3 | $5.72M | Sell |
74,212
-15,282
| -17% | -$1.18M | 0.3% | 75 |
|
|
2020
Q2 | $7.13M | Sell |
89,494
-494
| -0.5% | -$39.4K | 0.4% | 55 |
|
|
2020
Q1 | $6.58M | Buy |
89,988
+1,562
| +2% | +$114K | 0.44% | 50 |
|
|
2019
Q4 | $7.25M | Buy |
88,426
+4,559
| +5% | +$374K | 0.39% | 56 |
|
|
2019
Q3 | $6.79M | Sell |
83,867
-296
| -0.4% | -$24K | 0.41% | 53 |
|
|
2019
Q2 | $6.51M | Buy |
84,163
+64,588
| +330% | +$5M | 0.4% | 56 |
|
|
2019
Q1 | $1.5M | Buy |
19,575
+2,308
| +13% | +$177K | 0.1% | 209 |
|
|
2018
Q4 | $1.27M | Buy |
17,267
+2,626
| +18% | +$192K | 0.09% | 214 |
|
|
2018
Q3 | $1.03M | Buy |
14,641
+267
| +2% | +$18.7K | 0.07% | 253 |
|
|
2018
Q2 | $980K | Sell |
14,374
-636
| -4% | -$43.4K | 0.08% | 222 |
|
|
2018
Q1 | $1.01M | Buy |
15,010
+174
| +1% | +$11.7K | 0.09% | 208 |
|
|
2017
Q4 | $1.2M | Buy |
14,836
+1,561
| +12% | +$126K | 0.11% | 183 |
|
|
2017
Q3 | $1.02M | Buy |
13,275
+776
| +6% | +$59.7K | 0.1% | 195 |
|
|
2017
Q2 | $957K | Buy |
12,499
+740
| +6% | +$56.7K | 0.1% | 197 |
|
|
2017
Q1 | $912K | Sell |
11,759
-183
| -2% | -$14.2K | 0.09% | 186 |
|
|
2016
Q4 | $914K | Sell |
11,942
-1,654
| -12% | -$127K | 0.12% | 171 |
|
|
2016
Q3 | $1.01M | Buy |
13,596
+1,611
| +13% | +$120K | 0.14% | 163 |
|
|
2016
Q2 | $933K | Buy |
11,985
+205
| +2% | +$16K | 0.14% | 158 |
|
|
2016
Q1 | $888K | Buy |
+11,780
| New | +$888K | 0.14% | 161 |
|