Geneos Wealth Management’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $112K | Sell |
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|
2025
Q2 | $119K | Buy |
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|
2025
Q1 | $86.2K | Buy |
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|
2024
Q4 | $31.1K | Buy |
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|
2024
Q3 | $24.5K | Buy |
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|
2024
Q2 | $21.1K | Sell |
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|
2024
Q1 | $18.8K | Buy |
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|
2023
Q4 | $16K | Hold |
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|
2023
Q3 | $15.5K | Hold |
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|
2023
Q2 | $14.5K | Hold |
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|
2023
Q1 | $14.4K | Hold |
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|
2022
Q4 | $16.1K | Hold |
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|
2022
Q3 | $15K | Sell |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $30K | Buy |
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