Geneos Wealth Management’s Enbridge ENB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Sell |
31,423
-17,972
| -36% | -$814K | 0.03% | 446 |
|
|
2025
Q1 | $2.19M | Buy |
49,395
+32,160
| +187% | +$1.42M | 0.03% | 468 |
|
|
2024
Q4 | $731K | Buy |
17,235
+3,598
| +26% | +$153K | 0.03% | 491 |
|
|
2024
Q3 | $554K | Buy |
13,637
+202
| +2% | +$8.2K | 0.02% | 534 |
|
|
2024
Q2 | $478K | Sell |
13,435
-249
| -2% | -$8.86K | 0.02% | 504 |
|
|
2024
Q1 | $495K | Buy |
13,684
+647
| +5% | +$23.4K | 0.02% | 493 |
|
|
2023
Q4 | $470K | Sell |
13,037
-13,432
| -51% | -$484K | 0.02% | 498 |
|
|
2023
Q3 | $879K | Buy |
26,469
+1,585
| +6% | +$52.6K | 0.05% | 337 |
|
|
2023
Q2 | $924K | Buy |
24,884
+3,199
| +15% | +$119K | 0.05% | 331 |
|
|
2023
Q1 | $827K | Sell |
21,685
-32,543
| -60% | -$1.24M | 0.05% | 333 |
|
|
2022
Q4 | $2.12M | Sell |
54,228
-6,870
| -11% | -$269K | 0.13% | 173 |
|
|
2022
Q3 | $2.27M | Sell |
61,098
-12,725
| -17% | -$472K | 0.16% | 142 |
|
|
2022
Q2 | $3.15M | Sell |
73,823
-7,732
| -9% | -$330K | 0.16% | 151 |
|
|
2022
Q1 | $3.76M | Sell |
81,555
-2,062
| -2% | -$95K | 0.16% | 146 |
|
|
2021
Q4 | $3.27M | Buy |
83,617
+3,858
| +5% | +$151K | 0.12% | 176 |
|
|
2021
Q3 | $3.18M | Buy |
79,759
+2,894
| +4% | +$115K | 0.12% | 181 |
|
|
2021
Q2 | $3.12M | Sell |
76,865
-1,899
| -2% | -$77K | 0.12% | 186 |
|
|
2021
Q1 | $3.04M | Sell |
78,764
-20,860
| -21% | -$804K | 0.08% | 233 |
|
|
2020
Q4 | $3.64M | Buy |
99,624
+20,102
| +25% | +$735K | 0.15% | 161 |
|
|
2020
Q3 | $2.39M | Buy |
79,522
+10,830
| +16% | +$325K | 0.12% | 177 |
|
|
2020
Q2 | $2.04M | Buy |
68,692
+4,782
| +7% | +$142K | 0.11% | 187 |
|
|
2020
Q1 | $1.77M | Buy |
63,910
+16,410
| +35% | +$455K | 0.12% | 182 |
|
|
2019
Q4 | $1.88M | Buy |
47,500
+6,997
| +17% | +$277K | 0.1% | 214 |
|
|
2019
Q3 | $1.46M | Buy |
40,503
+343
| +0.9% | +$12.4K | 0.09% | 222 |
|
|
2019
Q2 | $1.46M | Sell |
40,160
-465
| -1% | -$16.9K | 0.09% | 216 |
|
|
2019
Q1 | $1.47M | Sell |
40,625
-1,045
| -3% | -$37.9K | 0.1% | 212 |
|
|
2018
Q4 | $1.29M | Buy |
41,670
+15,117
| +57% | +$467K | 0.1% | 210 |
|
|
2018
Q3 | $857K | Buy |
26,553
+581
| +2% | +$18.8K | 0.06% | 291 |
|
|
2018
Q2 | $926K | Sell |
25,972
-481
| -2% | -$17.1K | 0.07% | 230 |
|
|
2018
Q1 | $832K | Sell |
26,453
-1,222
| -4% | -$38.4K | 0.07% | 239 |
|
|
2017
Q4 | $1.08M | Buy |
27,675
+1,854
| +7% | +$72.5K | 0.1% | 196 |
|
|
2017
Q3 | $1.08M | Buy |
25,821
+2,720
| +12% | +$114K | 0.11% | 183 |
|
|
2017
Q2 | $919K | Buy |
23,101
+2,106
| +10% | +$83.8K | 0.09% | 204 |
|
|
2017
Q1 | $878K | Buy |
20,995
+19,875
| +1,775% | +$831K | 0.09% | 190 |
|
|
2016
Q4 | $47K | Hold |
1,120
| – | – | 0.01% | 863 |
|
|
2016
Q3 | $49K | Hold |
1,120
| – | – | 0.01% | 815 |
|
|
2016
Q2 | $48K | Buy |
1,120
+178
| +19% | +$7.63K | 0.01% | 819 |
|
|
2016
Q1 | $35K | Buy |
+942
| New | +$35K | 0.01% | 912 |
|