Geneos Wealth Management’s Energy Transfer Partners ET Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
111,917
-56,265
| -33% | -$1.02M | 0.05% | 366 |
|
|
2025
Q1 | $3.31M | Buy |
168,182
+109,385
| +186% | +$2.15M | 0.05% | 366 |
|
|
2024
Q4 | $1.15M | Sell |
58,797
-578
| -1% | -$11.3K | 0.04% | 385 |
|
|
2024
Q3 | $953K | Sell |
59,375
-23,358
| -28% | -$375K | 0.04% | 422 |
|
|
2024
Q2 | $1.34M | Buy |
82,733
+1,902
| +2% | +$30.9K | 0.06% | 315 |
|
|
2024
Q1 | $1.27M | Buy |
80,831
+2,639
| +3% | +$41.5K | 0.06% | 315 |
|
|
2023
Q4 | $1.08M | Sell |
78,192
-14,655
| -16% | -$202K | 0.05% | 311 |
|
|
2023
Q3 | $1.3M | Sell |
92,847
-2,329
| -2% | -$32.7K | 0.07% | 272 |
|
|
2023
Q2 | $1.21M | Buy |
95,176
+11,447
| +14% | +$145K | 0.06% | 283 |
|
|
2023
Q1 | $1.04M | Sell |
83,729
-3,479
| -4% | -$43.4K | 0.06% | 279 |
|
|
2022
Q4 | $1.04M | Sell |
87,208
-370
| -0.4% | -$4.39K | 0.06% | 267 |
|
|
2022
Q3 | $965K | Sell |
87,578
-14,841
| -14% | -$164K | 0.07% | 258 |
|
|
2022
Q2 | $1.03M | Buy |
102,419
+17,047
| +20% | +$171K | 0.05% | 318 |
|
|
2022
Q1 | $955K | Sell |
85,372
-458,335
| -84% | -$5.13M | 0.04% | 371 |
|
|
2021
Q4 | $4.57M | Buy |
543,707
+39,201
| +8% | +$329K | 0.17% | 136 |
|
|
2021
Q3 | $4.93M | Buy |
504,506
+28,507
| +6% | +$279K | 0.19% | 129 |
|
|
2021
Q2 | $5.1M | Sell |
475,999
-58,760
| -11% | -$629K | 0.2% | 119 |
|
|
2021
Q1 | $4.6M | Sell |
534,759
-1,515
| -0.3% | -$13K | 0.13% | 186 |
|
|
2020
Q4 | $3.73M | Buy |
536,274
+139,645
| +35% | +$972K | 0.15% | 158 |
|
|
2020
Q3 | $2.18M | Sell |
396,629
-22,886
| -5% | -$126K | 0.11% | 188 |
|
|
2020
Q2 | $2.98M | Buy |
419,515
+67,941
| +19% | +$482K | 0.17% | 140 |
|
|
2020
Q1 | $1.68M | Buy |
351,574
+198,736
| +130% | +$949K | 0.11% | 186 |
|
|
2019
Q4 | $1.99M | Buy |
152,838
+29,511
| +24% | +$383K | 0.11% | 206 |
|
|
2019
Q3 | $1.62M | Sell |
123,327
-836
| -0.7% | -$10.9K | 0.1% | 204 |
|
|
2019
Q2 | $1.75M | Buy |
124,163
+938
| +0.8% | +$13.2K | 0.11% | 188 |
|
|
2019
Q1 | $1.89M | Buy |
123,225
+3,626
| +3% | +$55.7K | 0.12% | 183 |
|
|
2018
Q4 | $1.59M | Buy |
119,599
+71,884
| +151% | +$956K | 0.12% | 183 |
|
|
2018
Q3 | $831K | Buy |
47,715
+471
| +1% | +$8.2K | 0.06% | 297 |
|
|
2018
Q2 | $814K | Buy |
47,244
+9
| +0% | +$155 | 0.06% | 255 |
|
|
2018
Q1 | $671K | Buy |
47,235
+28,642
| +154% | +$407K | 0.06% | 262 |
|
|
2017
Q4 | $320K | Buy |
18,593
+898
| +5% | +$15.5K | 0.03% | 409 |
|
|
2017
Q3 | $307K | Sell |
17,695
-900
| -5% | -$15.6K | 0.03% | 395 |
|
|
2017
Q2 | $333K | Buy |
18,595
+579
| +3% | +$10.4K | 0.03% | 373 |
|
|
2017
Q1 | $355K | Buy |
18,016
+5
| +0% | +$99 | 0.04% | 344 |
|
|
2016
Q4 | $347K | Buy |
18,011
+105
| +0.6% | +$2.02K | 0.05% | 333 |
|
|
2016
Q3 | $300K | Sell |
17,906
-18,045
| -50% | -$302K | 0.04% | 358 |
|
|
2016
Q2 | $496K | Buy |
35,951
+29,946
| +499% | +$413K | 0.07% | 239 |
|
|
2016
Q1 | $41K | Buy |
+6,005
| New | +$41K | 0.01% | 856 |
|