Geneos Wealth Management’s Itron ITRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-23
| Closed | -$3.03K | – | 2834 |
|
|
2025
Q2 | $3.03K | Hold |
23
| – | – | ﹤0.01% | 2718 |
|
|
2025
Q1 | $7.23K | Hold |
23
| – | – | ﹤0.01% | 2667 |
|
|
2024
Q4 | $2.5K | Hold |
23
| – | – | ﹤0.01% | 2537 |
|
|
2024
Q3 | $2.46K | Buy |
+23
| New | +$2.33K | ﹤0.01% | 2252 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | – | – | 2303 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 2687 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2656 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2681 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2749 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2762 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 3024 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2796 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2472 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2381 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2475 |
|
|
2019
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2410 |
|
|
2019
Q2 | $1K | Buy |
+20
| New | +$1.11K | ﹤0.01% | 2411 |
|
|
2018
Q4 | – | Sell |
-20
| Closed | -$1K | – | 2436 |
|
|
2018
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2351 |
|
|
2018
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2195 |
|
|
2018
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 2104 |
|
|
2017
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 2107 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 2052 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 2004 |
|
|
2017
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1991 |
|
|
2016
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1964 |
|
|
2016
Q3 | $1K | Buy |
+20
| New | +$959 | ﹤0.01% | 1891 |
|
Other funds holding ITRI
