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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $258K | Sell |
5,265
-69
| -1% | -$3.21K | 0.01% | 879 |
|
|
2025
Q4 | $232K | Sell |
5,334
-24
| -0.4% | -$1.09K | 0.01% | 883 |
|
|
2025
Q3 | $241K | Sell |
5,358
-1,921
| -26% | -$84.4K | 0.01% | 846 |
|
|
2025
Q2 | $316K | Sell |
7,279
-5,623
| -44% | -$250K | 0.01% | 846 |
|
|
2025
Q1 | $595K | Buy |
12,902
+8,925
| +224% | +$373K | 0.01% | 828 |
|
|
2024
Q4 | $150K | Sell |
3,977
-52
| -1% | -$2.02K | 0.01% | 938 |
|
|
2024
Q3 | $163K | Buy |
4,029
+296
| +8% | +$11.1K | 0.01% | 824 |
|
|
2024
Q2 | $129K | Sell |
3,733
-463
| -11% | -$17.1K | 0.01% | 806 |
|
|
2024
Q1 | $158K | Sell |
4,196
-206
| -5% | -$7.36K | 0.01% | 754 |
|
|
2023
Q4 | $158K | Sell |
4,402
-542
| -11% | -$20.9K | 0.01% | 727 |
|
|
2023
Q3 | $187K | Buy |
4,944
+148
| +3% | +$6.03K | 0.01% | 698 |
|
|
2023
Q2 | $195K | Buy |
4,796
+541
| +13% | +$22.4K | 0.01% | 688 |
|
|
2023
Q1 | $178K | Sell |
4,255
-595
| -12% | -$24.8K | 0.01% | 681 |
|
|
2022
Q4 | $210K | Sell |
4,850
-96
| -2% | -$3.79K | 0.01% | 617 |
|
|
2022
Q3 | $185K | Sell |
4,946
-13,473
| -73% | -$596K | 0.01% | 622 |
|
|
2022
Q2 | $848K | Buy |
18,419
+4,011
| +28% | +$189K | 0.04% | 366 |
|
|
2022
Q1 | $686K | Sell |
14,408
-5,269
| -27% | -$223K | 0.03% | 459 |
|
|
2021
Q4 | $810K | Sell |
19,677
-1,026
| -5% | -$38.6K | 0.03% | 457 |
|
|
2021
Q3 | $705K | Sell |
20,703
-84
| -0.4% | -$2.87K | 0.03% | 482 |
|
|
2021
Q2 | $669K | Sell |
20,787
-511
| -2% | -$16.4K | 0.03% | 479 |
|
|
2021
Q1 | $682K | Buy |
21,298
+14
| +0.1% | +$421 | 0.02% | 542 |
|
|
2020
Q4 | $642K | Buy |
21,284
+1,235
| +6% | +$36.4K | 0.03% | 467 |
|
|
2020
Q3 | $507K | Buy |
20,049
+457
| +2% | +$12.1K | 0.03% | 425 |
|
|
2020
Q2 | $485K | Buy |
19,592
+895
| +5% | +$23.8K | 0.03% | 418 |
|
|
2020
Q1 | $473K | Sell |
18,697
-666
| -3% | -$20.9K | 0.03% | 384 |
|
|
2019
Q4 | $627K | Sell |
19,363
-582
| -3% | -$18.8K | 0.03% | 393 |
|
|
2019
Q3 | $691K | Buy |
19,945
+24
| +0.1% | +$806 | 0.04% | 346 |
|
|
2019
Q2 | $681K | Buy |
19,921
+383
| +2% | +$13.5K | 0.04% | 344 |
|
|
2019
Q1 | $698K | Buy |
19,538
+245
| +1% | +$8.34K | 0.05% | 334 |
|
|
2018
Q4 | $615K | Sell |
19,293
-331
| -2% | -$10.6K | 0.05% | 334 |
|
|
2018
Q3 | $611K | Buy |
19,624
+150
| +0.8% | +$4.62K | 0.04% | 345 |
|
|
2018
Q2 | $591K | Buy |
19,474
+18
| +0.1% | +$515 | 0.05% | 296 |
|
|
2018
Q1 | $541K | Buy |
19,456
+741
| +4% | +$20K | 0.05% | 295 |
|
|
2017
Q4 | $526K | Buy |
18,715
+684
| +4% | +$19.7K | 0.05% | 308 |
|
|
2017
Q3 | $484K | Sell |
18,031
-550
| -3% | -$14.7K | 0.05% | 307 |
|
|
2017
Q2 | $478K | Sell |
18,581
-507
| -3% | -$12.9K | 0.05% | 299 |
|
|
2017
Q1 | $489K | Sell |
19,088
-213
| -1% | -$5.43K | 0.05% | 282 |
|
|
2016
Q4 | $488K | Buy |
19,301
+1,254
| +7% | +$29.7K | 0.06% | 250 |
|
|
2016
Q3 | $428K | Buy |
18,047
+30
| +0.2% | +$754 | 0.06% | 275 |
|
|
2016
Q2 | $467K | Sell |
18,017
-2
| -0% | -$49 | 0.07% | 254 |
|
|
2016
Q1 | $458K | Buy |
+18,019
| New | +$404K | 0.07% | 248 |
|
Other funds holding EXC
VCM
VPM
Geneos Wealth Management's EXC Position: Q1 2026 in Review
Geneos Wealth Management reduced its Exelon (EXC) stake by 1.3% in Q1 2026, selling an estimated $3.21K and leaving 5,265 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #879.
Geneos Wealth Management first reported a position in EXC in Q1 2016 and has held it in 41 quarters since. The position peaked at $848K in Q2 2022. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.
- Geneos Wealth Management held 5,265 shares of Exelon worth $258K as of Q1 2026.
- Geneos Wealth Management sold 69 Exelon shares in Q1 2026, an estimated $3.21K.
- Exelon made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #879 holding.
- Geneos Wealth Management first reported a position in Exelon in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Exelon position peaked at $848K in Q2 2022.
- 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.