GWM
HES
Geneos Wealth Management’s Hess HES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
33,189
-16,796
| -34% | -$2.33M | 0.11% | 227 |
|
|
2025
Q1 | $7.98M | Buy |
49,985
+33,397
| +201% | +$5.33M | 0.11% | 217 |
|
|
2024
Q4 | $2.21M | Sell |
16,588
-5
| -0% | -$665 | 0.08% | 279 |
|
|
2024
Q3 | $2.25M | Buy |
16,593
+6
| +0% | +$815 | 0.09% | 266 |
|
|
2024
Q2 | $2.45M | Sell |
16,587
-9
| -0.1% | -$1.33K | 0.11% | 214 |
|
|
2024
Q1 | $2.53M | Buy |
16,596
+9
| +0.1% | +$1.37K | 0.12% | 214 |
|
|
2023
Q4 | $2.39M | Sell |
16,587
-156
| -0.9% | -$22.5K | 0.12% | 204 |
|
|
2023
Q3 | $2.56M | Hold |
16,743
| – | – | 0.13% | 179 |
|
|
2023
Q2 | $2.28M | Buy |
16,743
+163
| +1% | +$22.2K | 0.12% | 189 |
|
|
2023
Q1 | $2.19M | Sell |
16,580
-3,163
| -16% | -$419K | 0.13% | 181 |
|
|
2022
Q4 | $2.8M | Sell |
19,743
-2,000
| -9% | -$284K | 0.17% | 143 |
|
|
2022
Q3 | $2.37M | Sell |
21,743
-33,979
| -61% | -$3.7M | 0.16% | 135 |
|
|
2022
Q2 | $5.87M | Sell |
55,722
-1,298
| -2% | -$137K | 0.29% | 73 |
|
|
2022
Q1 | $6.1M | Sell |
57,020
-570
| -1% | -$61K | 0.26% | 85 |
|
|
2021
Q4 | $4.26M | Sell |
57,590
-5
| -0% | -$370 | 0.16% | 146 |
|
|
2021
Q3 | $4.67M | Sell |
57,595
-509
| -0.9% | -$41.3K | 0.18% | 137 |
|
|
2021
Q2 | $5.12M | Sell |
58,104
-523
| -0.9% | -$46.1K | 0.2% | 118 |
|
|
2021
Q1 | $4.37M | Hold |
58,627
| – | – | 0.12% | 194 |
|
|
2020
Q4 | $4.18M | Sell |
58,627
-557
| -0.9% | -$39.7K | 0.17% | 142 |
|
|
2020
Q3 | $2.4M | Sell |
59,184
-369
| -0.6% | -$14.9K | 0.12% | 176 |
|
|
2020
Q2 | $2.89M | Buy |
59,553
+15
| +0% | +$727 | 0.16% | 142 |
|
|
2020
Q1 | $2.03M | Sell |
59,538
-52
| -0.1% | -$1.77K | 0.14% | 163 |
|
|
2019
Q4 | $3.96M | Sell |
59,590
-831
| -1% | -$55.2K | 0.21% | 125 |
|
|
2019
Q3 | $3.63M | Sell |
60,421
-1,000
| -2% | -$60.1K | 0.22% | 116 |
|
|
2019
Q2 | $3.9M | Buy |
61,421
+142
| +0.2% | +$9.03K | 0.24% | 109 |
|
|
2019
Q1 | $3.69M | Sell |
61,279
-1,877
| -3% | -$113K | 0.24% | 111 |
|
|
2018
Q4 | $2.55M | Buy |
63,156
+300
| +0.5% | +$12.1K | 0.19% | 137 |
|
|
2018
Q3 | $4.5M | Sell |
62,856
-491
| -0.8% | -$35.1K | 0.3% | 91 |
|
|
2018
Q2 | $4.24M | Buy |
63,347
+9
| +0% | +$602 | 0.33% | 85 |
|
|
2018
Q1 | $3.21M | Buy |
63,338
+13
| +0% | +$658 | 0.28% | 92 |
|
|
2017
Q4 | $3.01M | Buy |
63,325
+13
| +0% | +$617 | 0.27% | 96 |
|
|
2017
Q3 | $2.97M | Buy |
63,312
+14
| +0% | +$656 | 0.29% | 100 |
|
|
2017
Q2 | $2.78M | Sell |
63,298
-35
| -0.1% | -$1.54K | 0.28% | 93 |
|
|
2017
Q1 | $3.05M | Sell |
63,333
-34,995
| -36% | -$1.69M | 0.32% | 86 |
|
|
2016
Q4 | $6.12M | Sell |
98,328
-40,560
| -29% | -$2.53M | 0.81% | 25 |
|
|
2016
Q3 | $7.45M | Buy |
138,888
+13
| +0% | +$697 | 1% | 14 |
|
|
2016
Q2 | $8.35M | Sell |
138,875
-150
| -0.1% | -$9.02K | 1.21% | 10 |
|
|
2016
Q1 | $7.23M | Buy |
+139,025
| New | +$7.23M | 1.11% | 12 |
|