Geneos Wealth Management’s Expand Energy Corporation Class C Warrants EXEEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.7K | Sell |
414
-424
| -51% | -$45.7K | ﹤0.01% | 1635 |
|
|
2025
Q1 | $84.3K | Buy |
838
+621
| +286% | +$62.5K | ﹤0.01% | 1659 |
|
|
2024
Q4 | $18.8K | Buy |
217
+25
| +13% | +$2.16K | ﹤0.01% | 1754 |
|
|
2024
Q3 | $12.5K | Hold |
192
| – | – | ﹤0.01% | 1749 |
|
|
2024
Q2 | $12.5K | Buy |
192
+7
| +4% | +$456 | ﹤0.01% | 1489 |
|
|
2024
Q1 | $13.6K | Hold |
185
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q4 | $10.9K | Hold |
185
| – | – | ﹤0.01% | 1529 |
|
|
2023
Q3 | $12.7K | Hold |
185
| – | – | ﹤0.01% | 1498 |
|
|
2023
Q2 | $12.1K | Hold |
185
| – | – | ﹤0.01% | 1524 |
|
|
2023
Q1 | $10.5K | Hold |
185
| – | – | ﹤0.01% | 1539 |
|
|
2022
Q4 | $14.3K | Hold |
185
| – | – | ﹤0.01% | 1432 |
|
|
2022
Q3 | $13K | Sell |
185
-425
| -70% | -$29.9K | ﹤0.01% | 1456 |
|
|
2022
Q2 | $32K | Hold |
610
| – | – | ﹤0.01% | 1473 |
|
|
2022
Q1 | $33K | Sell |
610
-97
| -14% | -$5.25K | ﹤0.01% | 1563 |
|
|
2021
Q4 | $23K | Buy |
707
+153
| +28% | +$4.98K | ﹤0.01% | 1828 |
|
|
2021
Q3 | $16K | Hold |
554
| – | – | ﹤0.01% | 2044 |
|
|
2021
Q2 | $12K | Sell |
554
-44
| -7% | -$953 | ﹤0.01% | 2145 |
|
|
2021
Q1 | $11K | Buy |
598
+14
| +2% | +$258 | ﹤0.01% | 2362 |
|
|
2020
Q4 | $9K | Buy |
+584
| New | +$9K | ﹤0.01% | 2277 |
|