Geneos Wealth Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Sell |
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|
2025
Q2 | $416K | Sell |
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|
2025
Q1 | $718K | Buy |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $94.2K | Buy |
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|
2024
Q1 | $66.8K | Sell |
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|
2023
Q4 | $67K | Buy |
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|
2023
Q3 | $59.7K | Buy |
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|
2023
Q2 | $64.8K | Buy |
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|
2023
Q1 | $64.2K | Hold |
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|
2022
Q4 | $68.9K | Hold |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $121K | Sell |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $136K | Sell |
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|
2021
Q3 | $138K | Sell |
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|
2021
Q2 | $146K | Sell |
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|
2021
Q1 | $762K | Buy |
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|
2020
Q4 | $174K | Buy |
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|
2020
Q3 | $161K | Hold |
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|
2020
Q2 | $146K | Hold |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | $173K | Sell |
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|
2019
Q3 | $203K | Sell |
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|
2019
Q2 | $203K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $174K | Hold |
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|
2018
Q3 | $173K | Sell |
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|
2018
Q2 | $211K | Buy |
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|
2018
Q1 | $187K | Buy |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $190K | Buy |
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|
2017
Q2 | $187K | Sell |
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|
2017
Q1 | $216K | Buy |
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|
2016
Q4 | $203K | Sell |
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|
2016
Q3 | $213K | Sell |
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|
2016
Q2 | $246K | Buy |
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|
2016
Q1 | $219K | Buy |
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