Geneos Wealth Management’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
4,250
-2,117
| -33% | -$146K | 0.01% | 868 |
|
|
2025
Q1 | $589K | Buy |
6,367
+3,689
| +138% | +$341K | 0.01% | 832 |
|
|
2024
Q4 | $165K | Buy |
2,678
+1,115
| +71% | +$68.6K | 0.01% | 904 |
|
|
2024
Q3 | $96.9K | Buy |
1,563
+333
| +27% | +$20.6K | ﹤0.01% | 975 |
|
|
2024
Q2 | $65.2K | Buy |
1,230
+3
| +0.2% | +$159 | ﹤0.01% | 986 |
|
|
2024
Q1 | $65.5K | Buy |
1,227
+3
| +0.2% | +$160 | ﹤0.01% | 976 |
|
|
2023
Q4 | $63.9K | Buy |
1,224
+3
| +0.2% | +$157 | ﹤0.01% | 987 |
|
|
2023
Q3 | $61.9K | Buy |
1,221
+82
| +7% | +$4.16K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $66.5K | Sell |
1,139
-497
| -30% | -$29K | ﹤0.01% | 997 |
|
|
2023
Q1 | $100K | Buy |
1,636
+161
| +11% | +$9.84K | 0.01% | 842 |
|
|
2022
Q4 | $92.8K | Sell |
1,475
-157
| -10% | -$9.88K | 0.01% | 848 |
|
|
2022
Q3 | $96K | Sell |
1,632
-1,218
| -43% | -$71.6K | 0.01% | 816 |
|
|
2022
Q2 | $190K | Sell |
2,850
-23
| -0.8% | -$1.53K | 0.01% | 764 |
|
|
2022
Q1 | $196K | Sell |
2,873
-16
| -0.6% | -$1.09K | 0.01% | 815 |
|
|
2021
Q4 | $198K | Sell |
2,889
-2,145
| -43% | -$147K | 0.01% | 870 |
|
|
2021
Q3 | $311K | Sell |
5,034
-7,806
| -61% | -$482K | 0.01% | 698 |
|
|
2021
Q2 | $790K | Sell |
12,840
-1,258
| -9% | -$77.4K | 0.03% | 438 |
|
|
2021
Q1 | $901K | Sell |
14,098
-2,592
| -16% | -$166K | 0.03% | 453 |
|
|
2020
Q4 | $814K | Buy |
16,690
+10,781
| +182% | +$526K | 0.03% | 411 |
|
|
2020
Q3 | $297K | Sell |
5,909
-112
| -2% | -$5.63K | 0.02% | 564 |
|
|
2020
Q2 | $349K | Buy |
6,021
+1,483
| +33% | +$86K | 0.02% | 502 |
|
|
2020
Q1 | $261K | Sell |
4,538
-122
| -3% | -$7.02K | 0.02% | 536 |
|
|
2019
Q4 | $298K | Buy |
4,660
+101
| +2% | +$6.46K | 0.02% | 556 |
|
|
2019
Q3 | $303K | Sell |
4,559
-410
| -8% | -$27.2K | 0.02% | 522 |
|
|
2019
Q2 | $298K | Buy |
4,969
+3
| +0.1% | +$180 | 0.02% | 548 |
|
|
2019
Q1 | $288K | Buy |
4,966
+3
| +0.1% | +$174 | 0.02% | 543 |
|
|
2018
Q4 | $280K | Buy |
4,963
+3
| +0.1% | +$169 | 0.02% | 505 |
|
|
2018
Q3 | $272K | Sell |
4,960
-906
| -15% | -$49.7K | 0.02% | 540 |
|
|
2018
Q2 | $329K | Buy |
+5,866
| New | +$329K | 0.03% | 412 |
|