Geneos Wealth Management’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
7,279
-5,623
| -44% | -$244K | 0.01% | 846 |
|
|
2025
Q1 | $595K | Buy |
12,902
+8,925
| +224% | +$411K | 0.01% | 828 |
|
|
2024
Q4 | $150K | Sell |
3,977
-52
| -1% | -$1.96K | 0.01% | 938 |
|
|
2024
Q3 | $163K | Buy |
4,029
+296
| +8% | +$12K | 0.01% | 824 |
|
|
2024
Q2 | $129K | Sell |
3,733
-463
| -11% | -$16K | 0.01% | 806 |
|
|
2024
Q1 | $158K | Sell |
4,196
-206
| -5% | -$7.74K | 0.01% | 754 |
|
|
2023
Q4 | $158K | Sell |
4,402
-542
| -11% | -$19.5K | 0.01% | 727 |
|
|
2023
Q3 | $187K | Buy |
4,944
+148
| +3% | +$5.59K | 0.01% | 698 |
|
|
2023
Q2 | $195K | Buy |
4,796
+541
| +13% | +$22K | 0.01% | 688 |
|
|
2023
Q1 | $178K | Sell |
4,255
-595
| -12% | -$24.9K | 0.01% | 681 |
|
|
2022
Q4 | $210K | Sell |
4,850
-96
| -2% | -$4.15K | 0.01% | 617 |
|
|
2022
Q3 | $185K | Sell |
4,946
-13,473
| -73% | -$504K | 0.01% | 622 |
|
|
2022
Q2 | $848K | Buy |
18,419
+4,011
| +28% | +$185K | 0.04% | 366 |
|
|
2022
Q1 | $686K | Sell |
14,408
-5,269
| -27% | -$251K | 0.03% | 459 |
|
|
2021
Q4 | $810K | Sell |
19,677
-1,026
| -5% | -$42.2K | 0.03% | 457 |
|
|
2021
Q3 | $705K | Sell |
20,703
-84
| -0.4% | -$2.86K | 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% | +$448 | 0.02% | 542 |
|
|
2020
Q4 | $642K | Buy |
21,284
+1,235
| +6% | +$37.3K | 0.03% | 467 |
|
|
2020
Q3 | $507K | Buy |
20,049
+457
| +2% | +$11.6K | 0.03% | 425 |
|
|
2020
Q2 | $485K | Buy |
19,592
+895
| +5% | +$22.2K | 0.03% | 418 |
|
|
2020
Q1 | $473K | Sell |
18,697
-666
| -3% | -$16.8K | 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% | +$831 | 0.04% | 346 |
|
|
2019
Q2 | $681K | Buy |
19,921
+383
| +2% | +$13.1K | 0.04% | 344 |
|
|
2019
Q1 | $698K | Buy |
19,538
+245
| +1% | +$8.75K | 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% | +$4.67K | 0.04% | 345 |
|
|
2018
Q2 | $591K | Buy |
19,474
+18
| +0.1% | +$546 | 0.05% | 296 |
|
|
2018
Q1 | $541K | Buy |
19,456
+741
| +4% | +$20.6K | 0.05% | 295 |
|
|
2017
Q4 | $526K | Buy |
18,715
+684
| +4% | +$19.2K | 0.05% | 308 |
|
|
2017
Q3 | $484K | Sell |
18,031
-550
| -3% | -$14.8K | 0.05% | 307 |
|
|
2017
Q2 | $478K | Sell |
18,581
-507
| -3% | -$13K | 0.05% | 299 |
|
|
2017
Q1 | $489K | Sell |
19,088
-213
| -1% | -$5.46K | 0.05% | 282 |
|
|
2016
Q4 | $488K | Buy |
19,301
+1,254
| +7% | +$31.7K | 0.06% | 250 |
|
|
2016
Q3 | $428K | Buy |
18,047
+30
| +0.2% | +$711 | 0.06% | 275 |
|
|
2016
Q2 | $467K | Sell |
18,017
-2
| -0% | -$52 | 0.07% | 254 |
|
|
2016
Q1 | $458K | Buy |
+18,019
| New | +$458K | 0.07% | 248 |
|