Geneos Wealth Management’s Hawaiian Electric Industries HE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.32K	Sell	500 -500	-50%	-$5.32K	﹤0.01%	2558
2025 Q1	$11K	Buy	1,000 +500	+100%	+$5.48K	﹤0.01%	2541
2024 Q4	$4.87K	Hold	500	–	–	﹤0.01%	2342
2024 Q3	$4.84K	Hold	500	–	–	﹤0.01%	2081
2024 Q2	$4.51K	Hold	500	–	–	﹤0.01%	1743
2024 Q1	$5.64K	Hold	500	–	–	﹤0.01%	1684
2023 Q4	$7.1K	Hold	500	–	–	﹤0.01%	1639
2023 Q3	$6.16K	Sell	500 -3,788	-88%	-$46.6K	﹤0.01%	1686
2023 Q2	$155K	Hold	4,288	–	–	0.01%	745
2023 Q1	$165K	Buy	4,288 +3,448	+410%	+$132K	0.01%	701
2022 Q4	$35.2K	Hold	840	–	–	﹤0.01%	1169
2022 Q3	$29K	Sell	840 -325	-28%	-$11.2K	﹤0.01%	1204
2022 Q2	$48K	Hold	1,165	–	–	﹤0.01%	1300
2022 Q1	$49K	Hold	1,165	–	–	﹤0.01%	1395
2021 Q4	$48K	Hold	1,165	–	–	﹤0.01%	1500
2021 Q3	$47K	Hold	1,165	–	–	﹤0.01%	1522
2021 Q2	$49K	Hold	1,165	–	–	﹤0.01%	1486
2021 Q1	$50K	Sell	1,165 -2,782	-70%	-$119K	﹤0.01%	1635
2020 Q4	$175K	Hold	3,947	–	–	0.01%	881
2020 Q3	$130K	Sell	3,947 -681	-15%	-$22.4K	0.01%	837
2020 Q2	$162K	Hold	4,628	–	–	0.01%	730
2020 Q1	$193K	Hold	4,628	–	–	0.01%	622
2019 Q4	$215K	Hold	4,628	–	–	0.01%	682
2019 Q3	$210K	Hold	4,628	–	–	0.01%	647
2019 Q2	$201K	Sell	4,628 -715	-13%	-$31.1K	0.01%	663
2019 Q1	$217K	Buy	5,343 +2,707	+103%	+$110K	0.01%	613
2018 Q4	$95K	Hold	2,636	–	–	0.01%	856
2018 Q3	$93K	Hold	2,636	–	–	0.01%	915
2018 Q2	$90K	Hold	2,636	–	–	0.01%	830
2018 Q1	$90K	Sell	2,636 -20	-0.8%	-$683	0.01%	791
2017 Q4	$96K	Buy	2,656 +520	+24%	+$18.8K	0.01%	757
2017 Q3	$71K	Hold	2,136	–	–	0.01%	820
2017 Q2	$69K	Hold	2,136	–	–	0.01%	812
2017 Q1	$71K	Sell	2,136 -500	-19%	-$16.6K	0.01%	765
2016 Q4	$87K	Hold	2,636	–	–	0.01%	649
2016 Q3	$78K	Buy	2,636 +500	+23%	+$14.8K	0.01%	660
2016 Q2	$68K	Hold	2,136	–	–	0.01%	702
2016 Q1	$70K	Buy	+2,136	New	+$70K	0.01%	686