Geneos Wealth Management’s Expand Energy Corp Class B Warrants EXEEZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-106
| Closed | -$9.74K | – | 2580 |
|
|
2025
Q3 | $9.74K | Hold |
106
| – | – | ﹤0.01% | 1971 |
|
|
2025
Q2 | $11.9K | Sell |
106
-106
| -50% | -$10.6K | ﹤0.01% | 2253 |
|
|
2025
Q1 | $22.1K | Buy |
212
+159
| +300% | +$15.1K | ﹤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 | $4.05K | 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% | 1759 |
|
|
2022
Q2 | $3K | Hold |
53
| – | – | ﹤0.01% | 2348 |
|
|
2022
Q1 | $3K | Hold |
53
| – | – | ﹤0.01% | 2504 |
|
|
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 | Buy |
+53
| New | +$1.06K | ﹤0.01% | 3080 |
|
