Geneos Wealth Management’s FuelCell Energy FCEL Stock Holding History

Geneos Wealth Management’s Portfolio FCEL Stock Details FCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-357	Closed	-$17.1K	–	2157
2023 Q4	$17.1K	Buy	+357	New	+$13.7K	﹤0.01%	1410
2022 Q3	–	Sell	-82	Closed	-$9K	–	2198
2022 Q2	$9K	Hold	82	–	–	﹤0.01%	1984
2022 Q1	$14K	Buy	82 +17	+26%	+$2.69K	﹤0.01%	1936
2021 Q4	$10K	Sell	65 -2	-3%	-$471	﹤0.01%	2171
2021 Q3	$12K	Hold	67	–	–	﹤0.01%	2139
2021 Q2	$16K	Buy	67 +17	+34%	+$4.97K	﹤0.01%	2015
2021 Q1	$14K	Hold	50	–	–	﹤0.01%	2233
2020 Q4	$19K	Buy	50 +33	+194%	+$5.4K	﹤0.01%	1938
2020 Q3	$1K	Sell	17 -151	-90%	-$12K	﹤0.01%	2512
2020 Q2	$10K	Hold	168	–	–	﹤0.01%	1909
2020 Q1	$7K	Buy	+168	New	+$9.48K	﹤0.01%	1929

Other funds holding FCEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Geneos Wealth Management's FCEL Position: Q1 2024 in Review

Geneos Wealth Management sold out of FuelCell Energy (FCEL) in Q1 2024, closing a stake of 357 shares — an estimated $17.1K sold.

Geneos Wealth Management first reported a position in FCEL in Q1 2020 and held it in 11 quarters. The position peaked at $19K in Q4 2020. 219 funds tracked by Wall St. Rank hold FCEL as of Q1 2024.

Geneos Wealth Management reported no remaining FuelCell Energy position as of Q1 2024 after selling out during the quarter.
Geneos Wealth Management sold 357 FuelCell Energy shares in Q1 2024, an estimated $17.1K.
Geneos Wealth Management first reported a position in FuelCell Energy in Q1 2020 and held it in 11 quarters.
Geneos Wealth Management's FuelCell Energy position peaked at $19K in Q4 2020.
219 funds tracked by Wall St. Rank held FuelCell Energy as of Q1 2024.

Based on Geneos Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.