Geneos Wealth Management’s Expand Energy Corporation Class B Warrants EXEEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9K | Sell |
106
-106
| -50% | -$11.9K | ﹤0.01% | 2253 |
|
|
2025
Q1 | $22.1K | Buy |
212
+159
| +300% | +$16.6K | ﹤0.01% | 2283 |
|
|
2024
Q4 | $4.76K | Hold |
53
| – | – | ﹤0.01% | 2349 |
|
|
2024
Q3 | $3.65K | Hold |
53
| – | – | ﹤0.01% | 2155 |
|
|
2024
Q2 | $3.64K | Hold |
53
| – | – | ﹤0.01% | 1779 |
|
|
2024
Q1 | $4.06K | Hold |
53
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q4 | $3.35K | Hold |
53
| – | – | ﹤0.01% | 1816 |
|
|
2023
Q3 | $3.86K | Hold |
53
| – | – | ﹤0.01% | 1811 |
|
|
2023
Q2 | $3.69K | Hold |
53
| – | – | ﹤0.01% | 1815 |
|
|
2023
Q1 | $3.18K | Hold |
53
| – | – | ﹤0.01% | 1822 |
|
|
2022
Q4 | $4.25K | Hold |
53
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q3 | $4K | Hold |
53
| – | – | ﹤0.01% | 1758 |
|
|
2022
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 2347 |
|
|
2022
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 2503 |
|
|
2021
Q4 | $1K | Hold |
53
| – | – | ﹤0.01% | 2731 |
|
|
2021
Q3 | $1K | Hold |
53
| – | – | ﹤0.01% | 2802 |
|
|
2021
Q2 | $1K | Hold |
53
| – | – | ﹤0.01% | 2815 |
|
|
2021
Q1 | $1K | Hold |
53
| – | – | ﹤0.01% | 3080 |
|
|
2020
Q4 | $1K | Buy |
+53
| New | +$1K | ﹤0.01% | 2847 |
|