Geneos Wealth Management’s Expand Energy Corp EXE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $84.1K | Sell |
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|
2025
Q2 | $101K | Sell |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $65K | Buy |
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|
2024
Q3 | $52.6K | Buy |
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|
2024
Q2 | $19.6K | Buy |
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|
2024
Q1 | $12.3K | Hold |
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|
2023
Q4 | $10.7K | Hold |
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|
2023
Q3 | $12K | Hold |
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|
2023
Q2 | $11.6K | Hold |
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|
2023
Q1 | $10.6K | Hold |
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|
2022
Q4 | $13.1K | Hold |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $25K | Buy |
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|
2022
Q1 | $26K | Buy |
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|
2021
Q4 | $19K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $13K | Sell |
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|
2021
Q1 | $15K | Buy |
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|
2020
Q4 | $14K | Buy |
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