Geneos Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $241K | Sell |
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|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $595K | Buy |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $163K | Buy |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $158K | Sell |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $187K | Buy |
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|
2023
Q2 | $195K | Buy |
|
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|
2023
Q1 | $178K | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $848K | Buy |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $810K | Sell |
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|
2021
Q3 | $705K | Sell |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $682K | Buy |
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|
2020
Q4 | $642K | Buy |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $627K | Sell |
|
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|
2019
Q3 | $691K | Buy |
|
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|
2019
Q2 | $681K | Buy |
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|
2019
Q1 | $698K | Buy |
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|
2018
Q4 | $615K | Sell |
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|
2018
Q3 | $611K | Buy |
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|
2018
Q2 | $591K | Buy |
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|
2018
Q1 | $541K | Buy |
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|
2017
Q4 | $526K | Buy |
|
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|
2017
Q3 | $484K | Sell |
|
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|
2017
Q2 | $478K | Sell |
|
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|
2017
Q1 | $489K | Sell |
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|
2016
Q4 | $488K | Buy |
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|
2016
Q3 | $428K | Buy |
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|
2016
Q2 | $467K | Sell |
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|
2016
Q1 | $458K | Buy |
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