Geneos Wealth Management’s Freeport-McMoran FCX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
11,933
-7,180
-38% -$311K 0.01% 699
2025
Q1
$948K Buy
19,113
+11,812
+162% +$586K 0.01% 683
2024
Q4
$278K Buy
+7,301
New +$278K 0.01% 732
2022
Q1
Sell
-12,658
Closed -$528K 2820
2021
Q4
$528K Sell
12,658
-10,969
-46% -$458K 0.02% 563
2021
Q3
$775K Sell
23,627
-1,780
-7% -$58.4K 0.03% 455
2021
Q2
$943K Sell
25,407
-59
-0.2% -$2.19K 0.04% 380
2021
Q1
$960K Buy
25,466
+60
+0.2% +$2.26K 0.03% 431
2020
Q4
$824K Sell
25,406
-4,112
-14% -$133K 0.03% 405
2020
Q3
$451K Buy
29,518
+247
+0.8% +$3.77K 0.02% 456
2020
Q2
$315K Sell
29,271
-34,883
-54% -$375K 0.02% 530
2020
Q1
$397K Sell
64,154
-253
-0.4% -$1.57K 0.03% 419
2019
Q4
$839K Sell
64,407
-15,858
-20% -$207K 0.04% 332
2019
Q3
$774K Sell
80,265
-8,011
-9% -$77.3K 0.05% 318
2019
Q2
$1.02M Sell
88,276
-5,542
-6% -$64.3K 0.06% 272
2019
Q1
$1.21M Buy
93,818
+7,799
+9% +$101K 0.08% 245
2018
Q4
$900K Sell
86,019
-1,667
-2% -$17.4K 0.07% 265
2018
Q3
$1.22M Buy
87,686
+36,630
+72% +$510K 0.08% 233
2018
Q2
$881K Sell
51,056
-4,574
-8% -$78.9K 0.07% 241
2018
Q1
$977K Sell
55,630
-3,739
-6% -$65.7K 0.09% 217
2017
Q4
$1.13M Sell
59,369
-39,827
-40% -$755K 0.1% 191
2017
Q3
$1.39M Sell
99,196
-3,000
-3% -$42.1K 0.14% 153
2017
Q2
$1.23M Buy
102,196
+16,439
+19% +$197K 0.13% 159
2017
Q1
$1.15M Buy
85,757
+12,497
+17% +$167K 0.12% 159
2016
Q4
$966K Sell
73,260
-13,027
-15% -$172K 0.13% 163
2016
Q3
$937K Sell
86,287
-5,343
-6% -$58K 0.13% 167
2016
Q2
$1.04M Buy
91,630
+12,772
+16% +$145K 0.15% 147
2016
Q1
$779K Buy
+78,858
New +$779K 0.12% 172