Geneos Wealth Management’s FirstEnergy FE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Sell |
8,674
-2,437
| -22% | -$98.1K | 0.01% | 814 |
|
|
2025
Q1 | $816K | Buy |
11,111
+4,219
| +61% | +$310K | 0.01% | 738 |
|
|
2024
Q4 | $274K | Buy |
6,892
+904
| +15% | +$36K | 0.01% | 739 |
|
|
2024
Q3 | $266K | Buy |
5,988
+4,357
| +267% | +$193K | 0.01% | 697 |
|
|
2024
Q2 | $62.4K | Sell |
1,631
-48
| -3% | -$1.84K | ﹤0.01% | 998 |
|
|
2024
Q1 | $64.8K | Hold |
1,679
| – | – | ﹤0.01% | 979 |
|
|
2023
Q4 | $61.6K | Sell |
1,679
-762
| -31% | -$27.9K | ﹤0.01% | 997 |
|
|
2023
Q3 | $83.4K | Buy |
2,441
+845
| +53% | +$28.9K | ﹤0.01% | 923 |
|
|
2023
Q2 | $62.1K | Hold |
1,596
| – | – | ﹤0.01% | 1017 |
|
|
2023
Q1 | $63.9K | Buy |
1,596
+300
| +23% | +$12K | ﹤0.01% | 998 |
|
|
2022
Q4 | $54.4K | Sell |
1,296
-300
| -19% | -$12.6K | ﹤0.01% | 1025 |
|
|
2022
Q3 | $59K | Sell |
1,596
-1,337
| -46% | -$49.4K | ﹤0.01% | 971 |
|
|
2022
Q2 | $115K | Buy |
2,933
+483
| +20% | +$18.9K | 0.01% | 963 |
|
|
2022
Q1 | $112K | Sell |
2,450
-291
| -11% | -$13.3K | ﹤0.01% | 1047 |
|
|
2021
Q4 | $113K | Sell |
2,741
-171
| -6% | -$7.05K | ﹤0.01% | 1113 |
|
|
2021
Q3 | $104K | Hold |
2,912
| – | – | ﹤0.01% | 1158 |
|
|
2021
Q2 | $109K | Sell |
2,912
-1,010
| -26% | -$37.8K | ﹤0.01% | 1130 |
|
|
2021
Q1 | $148K | Sell |
3,922
-180
| -4% | -$6.79K | ﹤0.01% | 1107 |
|
|
2020
Q4 | $100K | Sell |
4,102
-22,933
| -85% | -$559K | ﹤0.01% | 1145 |
|
|
2020
Q3 | $773K | Buy |
27,035
+23,919
| +768% | +$684K | 0.04% | 342 |
|
|
2020
Q2 | $114K | Sell |
3,116
-1,225
| -28% | -$44.8K | 0.01% | 855 |
|
|
2020
Q1 | $167K | Sell |
4,341
-173
| -4% | -$6.66K | 0.01% | 671 |
|
|
2019
Q4 | $218K | Sell |
4,514
-66
| -1% | -$3.19K | 0.01% | 673 |
|
|
2019
Q3 | $221K | Sell |
4,580
-35
| -0.8% | -$1.69K | 0.01% | 624 |
|
|
2019
Q2 | $197K | Buy |
4,615
+123
| +3% | +$5.25K | 0.01% | 668 |
|
|
2019
Q1 | $186K | Sell |
4,492
-599
| -12% | -$24.8K | 0.01% | 664 |
|
|
2018
Q4 | $189K | Sell |
5,091
-1,592
| -24% | -$59.1K | 0.01% | 624 |
|
|
2018
Q3 | $248K | Buy |
6,683
+724
| +12% | +$26.9K | 0.02% | 569 |
|
|
2018
Q2 | $213K | Sell |
5,959
-1,266
| -18% | -$45.3K | 0.02% | 555 |
|
|
2018
Q1 | $245K | Buy |
7,225
+2,487
| +52% | +$84.3K | 0.02% | 480 |
|
|
2017
Q4 | $145K | Sell |
4,738
-1,409
| -23% | -$43.1K | 0.01% | 630 |
|
|
2017
Q3 | $189K | Sell |
6,147
-500
| -8% | -$15.4K | 0.02% | 522 |
|
|
2017
Q2 | $193K | Sell |
6,647
-418
| -6% | -$12.1K | 0.02% | 505 |
|
|
2017
Q1 | $224K | Sell |
7,065
-222
| -3% | -$7.04K | 0.02% | 452 |
|
|
2016
Q4 | $225K | Buy |
7,287
+267
| +4% | +$8.24K | 0.03% | 432 |
|
|
2016
Q3 | $232K | Buy |
7,020
+62
| +0.9% | +$2.05K | 0.03% | 413 |
|
|
2016
Q2 | $244K | Buy |
6,958
+1,041
| +18% | +$36.5K | 0.04% | 396 |
|
|
2016
Q1 | $213K | Buy |
+5,917
| New | +$213K | 0.03% | 422 |
|