Geneos Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Sell |
4,196
-2,187
| -34% | -$113K | 0.01% | 961 |
|
|
2025
Q1 | $376K | Buy |
6,383
+4,321
| +210% | +$255K | 0.01% | 996 |
|
|
2024
Q4 | $165K | Sell |
2,062
-406
| -16% | -$32.4K | 0.01% | 906 |
|
|
2024
Q3 | $215K | Buy |
2,468
+309
| +14% | +$26.9K | 0.01% | 753 |
|
|
2024
Q2 | $155K | Buy |
2,159
+425
| +25% | +$30.5K | 0.01% | 762 |
|
|
2024
Q1 | $123K | Buy |
1,734
+370
| +27% | +$26.2K | 0.01% | 807 |
|
|
2023
Q4 | $97.5K | Sell |
1,364
-136
| -9% | -$9.72K | ﹤0.01% | 848 |
|
|
2023
Q3 | $94.9K | Hold |
1,500
| – | – | ﹤0.01% | 888 |
|
|
2023
Q2 | $104K | Sell |
1,500
-50
| -3% | -$3.47K | 0.01% | 864 |
|
|
2023
Q1 | $109K | Buy |
1,550
+50
| +3% | +$3.53K | 0.01% | 820 |
|
|
2022
Q4 | $95.4K | Hold |
1,500
| – | – | 0.01% | 840 |
|
|
2022
Q3 | $84K | Sell |
1,500
-419
| -22% | -$23.5K | 0.01% | 857 |
|
|
2022
Q2 | $122K | Buy |
1,919
+147
| +8% | +$9.35K | 0.01% | 937 |
|
|
2022
Q1 | $124K | Sell |
1,772
-527
| -23% | -$36.9K | 0.01% | 1001 |
|
|
2021
Q4 | $156K | Buy |
2,299
+50
| +2% | +$3.39K | 0.01% | 979 |
|
|
2021
Q3 | $123K | Hold |
2,249
| – | – | ﹤0.01% | 1080 |
|
|
2021
Q2 | $128K | Buy |
2,249
+361
| +19% | +$20.5K | 0.01% | 1058 |
|
|
2021
Q1 | $112K | Sell |
1,888
-195
| -9% | -$11.6K | ﹤0.01% | 1250 |
|
|
2020
Q4 | $111K | Sell |
2,083
-25
| -1% | -$1.33K | ﹤0.01% | 1097 |
|
|
2020
Q3 | $108K | Sell |
2,108
-2
| -0.1% | -$102 | 0.01% | 916 |
|
|
2020
Q2 | $115K | Sell |
2,110
-129
| -6% | -$7.03K | 0.01% | 850 |
|
|
2020
Q1 | $123K | Sell |
2,239
-15
| -0.7% | -$824 | 0.01% | 768 |
|
|
2019
Q4 | $169K | Sell |
2,254
-256
| -10% | -$19.2K | 0.01% | 752 |
|
|
2019
Q3 | $190K | Hold |
2,510
| – | – | 0.01% | 676 |
|
|
2019
Q2 | $169K | Hold |
2,510
| – | – | 0.01% | 724 |
|
|
2019
Q1 | $155K | Sell |
2,510
-359
| -13% | -$22.2K | 0.01% | 728 |
|
|
2018
Q4 | $164K | Hold |
2,869
| – | – | 0.01% | 661 |
|
|
2018
Q3 | $194K | Buy |
2,869
+593
| +26% | +$40.1K | 0.01% | 654 |
|
|
2018
Q2 | $144K | Sell |
2,276
-967
| -30% | -$61.2K | 0.01% | 664 |
|
|
2018
Q1 | $206K | Sell |
3,243
-200
| -6% | -$12.7K | 0.02% | 535 |
|
|
2017
Q4 | $217K | Buy |
3,443
+119
| +4% | +$7.5K | 0.02% | 508 |
|
|
2017
Q3 | $256K | Hold |
3,324
| – | – | 0.03% | 444 |
|
|
2017
Q2 | $259K | Hold |
3,324
| – | – | 0.03% | 431 |
|
|
2017
Q1 | $264K | Sell |
3,324
-28
| -0.8% | -$2.22K | 0.03% | 413 |
|
|
2016
Q4 | $241K | Sell |
3,352
-787
| -19% | -$56.6K | 0.03% | 416 |
|
|
2016
Q3 | $299K | Buy |
4,139
+28
| +0.7% | +$2.02K | 0.04% | 359 |
|
|
2016
Q2 | $319K | Sell |
4,111
-100
| -2% | -$7.76K | 0.05% | 331 |
|
|
2016
Q1 | $302K | Buy |
+4,211
| New | +$302K | 0.05% | 334 |
|