Geneos Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $195K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $165K | Buy |
|
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|
2024
Q3 | $96.9K | Buy |
|
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|
2024
Q2 | $65.2K | Buy |
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|
2024
Q1 | $65.5K | Buy |
|
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|
2023
Q4 | $63.9K | Buy |
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|
2023
Q3 | $61.9K | Buy |
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|
2023
Q2 | $66.5K | Sell |
|
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|
2023
Q1 | $100K | Buy |
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|
2022
Q4 | $92.8K | Sell |
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|
2022
Q3 | $96K | Sell |
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|
2022
Q2 | $190K | Sell |
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|
2022
Q1 | $196K | Sell |
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|
2021
Q4 | $198K | Sell |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $790K | Sell |
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|
2021
Q1 | $901K | Sell |
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|
2020
Q4 | $814K | Buy |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $261K | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $303K | Sell |
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|
2019
Q2 | $298K | Buy |
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|
2019
Q1 | $288K | Buy |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $329K | Buy |
|