Geneos Wealth Management’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.86M | Sell |
335,281
-179,009
| -35% | -$5.26M | 0.24% | 100 |
|
|
2025
Q1 | $14.7M | Buy |
514,290
+329,306
| +178% | +$9.4M | 0.21% | 119 |
|
|
2024
Q4 | $5.07M | Buy |
184,984
+4,862
| +3% | +$133K | 0.18% | 132 |
|
|
2024
Q3 | $3.98M | Sell |
180,122
-7,405
| -4% | -$164K | 0.15% | 162 |
|
|
2024
Q2 | $3.73M | Buy |
187,527
+2,549
| +1% | +$50.6K | 0.17% | 140 |
|
|
2024
Q1 | $3.39M | Buy |
184,978
+5,966
| +3% | +$109K | 0.16% | 167 |
|
|
2023
Q4 | $3.16M | Sell |
179,012
-3,616
| -2% | -$63.8K | 0.16% | 159 |
|
|
2023
Q3 | $3.03M | Buy |
182,628
+7,078
| +4% | +$117K | 0.16% | 162 |
|
|
2023
Q2 | $3.02M | Buy |
175,550
+3,560
| +2% | +$61.3K | 0.16% | 157 |
|
|
2023
Q1 | $3.01M | Buy |
171,990
+16,986
| +11% | +$297K | 0.18% | 143 |
|
|
2022
Q4 | $2.8M | Buy |
155,004
+17,566
| +13% | +$318K | 0.17% | 142 |
|
|
2022
Q3 | $2.29M | Sell |
137,438
-56,378
| -29% | -$938K | 0.16% | 141 |
|
|
2022
Q2 | $3.29M | Buy |
193,816
+4,688
| +2% | +$79.6K | 0.16% | 143 |
|
|
2022
Q1 | $3.58M | Buy |
189,128
+23,198
| +14% | +$439K | 0.15% | 153 |
|
|
2021
Q4 | $2.63M | Sell |
165,930
-4,362
| -3% | -$69.2K | 0.1% | 208 |
|
|
2021
Q3 | $2.88M | Sell |
170,292
-6,213
| -4% | -$105K | 0.11% | 193 |
|
|
2021
Q2 | $3.28M | Sell |
176,505
-6,230
| -3% | -$116K | 0.13% | 174 |
|
|
2021
Q1 | $3.12M | Buy |
182,735
+4,110
| +2% | +$70.1K | 0.09% | 228 |
|
|
2020
Q4 | $2.79M | Buy |
178,625
+27,589
| +18% | +$431K | 0.11% | 195 |
|
|
2020
Q3 | $1.87M | Buy |
151,036
+6,996
| +5% | +$86.5K | 0.1% | 203 |
|
|
2020
Q2 | $2.08M | Buy |
144,040
+3,006
| +2% | +$43.5K | 0.12% | 183 |
|
|
2020
Q1 | $1.94M | Buy |
141,034
+13,583
| +11% | +$187K | 0.13% | 168 |
|
|
2019
Q4 | $2.69M | Sell |
127,451
-4,668
| -4% | -$98.4K | 0.14% | 168 |
|
|
2019
Q3 | $2.73M | Sell |
132,119
-2,964
| -2% | -$61.2K | 0.16% | 154 |
|
|
2019
Q2 | $2.82M | Buy |
135,083
+520
| +0.4% | +$10.9K | 0.17% | 145 |
|
|
2019
Q1 | $2.69M | Buy |
134,563
+1,483
| +1% | +$29.7K | 0.18% | 149 |
|
|
2018
Q4 | $2.03M | Buy |
133,080
+5,018
| +4% | +$76.7K | 0.15% | 162 |
|
|
2018
Q3 | $2.27M | Buy |
128,062
+1,956
| +2% | +$34.7K | 0.15% | 162 |
|
|
2018
Q2 | $2.23M | Sell |
126,106
-15,712
| -11% | -$278K | 0.17% | 135 |
|
|
2018
Q1 | $2.14M | Sell |
141,818
-6,152
| -4% | -$92.6K | 0.19% | 123 |
|
|
2017
Q4 | $2.67M | Buy |
147,970
+9,713
| +7% | +$175K | 0.24% | 111 |
|
|
2017
Q3 | $2.65M | Sell |
138,257
-4,425
| -3% | -$84.8K | 0.26% | 109 |
|
|
2017
Q2 | $2.73M | Sell |
142,682
-10,043
| -7% | -$192K | 0.28% | 95 |
|
|
2017
Q1 | $3.32M | Sell |
152,725
-12,556
| -8% | -$273K | 0.35% | 79 |
|
|
2016
Q4 | $3.42M | Sell |
165,281
-9,222
| -5% | -$191K | 0.45% | 53 |
|
|
2016
Q3 | $4.04M | Sell |
174,503
-995
| -0.6% | -$23K | 0.54% | 43 |
|
|
2016
Q2 | $3.28M | Buy |
175,498
+5,583
| +3% | +$104K | 0.48% | 48 |
|
|
2016
Q1 | $2.94M | Buy |
+169,915
| New | +$2.94M | 0.45% | 46 |
|