Geneos Wealth Management’s Edison International EIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $227K | Sell |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $165K | Sell |
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|
2024
Q3 | $215K | Buy |
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|
2024
Q2 | $155K | Buy |
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|
2024
Q1 | $123K | Buy |
|
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|
2023
Q4 | $97.5K | Sell |
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|
2023
Q3 | $94.9K | Hold |
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|
2023
Q2 | $104K | Sell |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $95.4K | Hold |
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|
2022
Q3 | $84K | Sell |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $124K | Sell |
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|
2021
Q4 | $156K | Buy |
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|
2021
Q3 | $123K | Hold |
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|
2021
Q2 | $128K | Buy |
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|
2021
Q1 | $112K | Sell |
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|
2020
Q4 | $111K | Sell |
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|
2020
Q3 | $108K | Sell |
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|
2020
Q2 | $115K | Sell |
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|
2020
Q1 | $123K | Sell |
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|
2019
Q4 | $169K | Sell |
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|
2019
Q3 | $190K | Hold |
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|
2019
Q2 | $169K | Hold |
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|
2019
Q1 | $155K | Sell |
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|
2018
Q4 | $164K | Hold |
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|
2018
Q3 | $194K | Buy |
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|
2018
Q2 | $144K | Sell |
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|
2018
Q1 | $206K | Sell |
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|
2017
Q4 | $217K | Buy |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $259K | Hold |
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|
2017
Q1 | $264K | Sell |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $299K | Buy |
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|
2016
Q2 | $319K | Sell |
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|
2016
Q1 | $302K | Buy |
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