Geneos Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-200
| Closed | -$3.71K | – | 3096 |
|
|
2024
Q4 | $3.71K | Hold |
200
| – | – | ﹤0.01% | 2437 |
|
|
2024
Q3 | $3.72K | Hold |
200
| – | – | ﹤0.01% | 2149 |
|
|
2024
Q2 | $4.17K | Hold |
200
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q1 | $4.14K | Hold |
200
| – | – | ﹤0.01% | 1750 |
|
|
2023
Q4 | $3.84K | Hold |
200
| – | – | ﹤0.01% | 1788 |
|
|
2023
Q3 | $4.68K | Hold |
200
| – | – | ﹤0.01% | 1762 |
|
|
2023
Q2 | $3.96K | Hold |
200
| – | – | ﹤0.01% | 1799 |
|
|
2023
Q1 | $4.11K | Hold |
200
| – | – | ﹤0.01% | 1775 |
|
|
2022
Q4 | $4.53K | Hold |
200
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 1724 |
|