Geneos Wealth Management’s Consolidated Edison ED Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $732K | Buy |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $502K | Sell |
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|
2023
Q3 | $670K | Sell |
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|
2023
Q2 | $782K | Buy |
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|
2023
Q1 | $787K | Sell |
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|
2022
Q4 | $796K | Buy |
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|
2022
Q3 | $675K | Sell |
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|
2022
Q2 | $1.27M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $948K | Buy |
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|
2021
Q2 | $919K | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $509K | Sell |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $665K | Sell |
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|
2019
Q3 | $730K | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $1.31M | Buy |
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|
2018
Q4 | $1.09M | Buy |
|
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|
2018
Q3 | $1.07M | Sell |
|
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.19M | Buy |
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|
2017
Q4 | $859K | Buy |
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|
2017
Q3 | $480K | Buy |
|
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|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $455K | Buy |
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|
2016
Q4 | $414K | Buy |
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|
2016
Q3 | $389K | Sell |
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|
2016
Q2 | $597K | Hold |
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|
2016
Q1 | $571K | Buy |
|