Geneos Wealth Management’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $119K | Buy |
1,085
+192
| +22% | +$21.1K | ﹤0.01% | 1181 |
|
|
2025
Q1 | $86.2K | Buy |
893
+580
| +185% | +$56K | ﹤0.01% | 1649 |
|
|
2024
Q4 | $31.1K | Buy |
313
+2
| +0.6% | +$199 | ﹤0.01% | 1528 |
|
|
2024
Q3 | $24.5K | Buy |
311
+14
| +5% | +$1.1K | ﹤0.01% | 1490 |
|
|
2024
Q2 | $21.1K | Sell |
297
-10
| -3% | -$710 | ﹤0.01% | 1332 |
|
|
2024
Q1 | $18.8K | Buy |
307
+15
| +5% | +$917 | ﹤0.01% | 1377 |
|
|
2023
Q4 | $16K | Hold |
292
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q3 | $15.5K | Hold |
292
| – | – | ﹤0.01% | 1452 |
|
|
2023
Q2 | $14.5K | Hold |
292
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q1 | $14.4K | Hold |
292
| – | – | ﹤0.01% | 1441 |
|
|
2022
Q4 | $16.1K | Hold |
292
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q3 | $15K | Sell |
292
-212
| -42% | -$10.9K | ﹤0.01% | 1410 |
|
|
2022
Q2 | $25K | Sell |
504
-65
| -11% | -$3.22K | ﹤0.01% | 1583 |
|
|
2022
Q1 | $30K | Buy |
+569
| New | +$30K | ﹤0.01% | 1603 |
|