Geneos Wealth Management’s National Grid NGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $29.4K | Sell |
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|
2025
Q2 | $48.4K | Sell |
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|
2025
Q1 | $53.8K | Buy |
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|
2024
Q4 | $28.9K | Buy |
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|
2024
Q3 | $33.1K | Sell |
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|
2024
Q2 | $41.9K | Hold |
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|
2024
Q1 | $50.3K | Hold |
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|
2023
Q4 | $50.1K | Sell |
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|
2023
Q3 | $183K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $66.3K | Sell |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $168K | Sell |
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|
2022
Q2 | $246K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $293K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $251K | Hold |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $231K | Sell |
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|
2020
Q3 | $219K | Hold |
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|
2020
Q2 | $237K | Hold |
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|
2020
Q1 | $230K | Buy |
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|
2019
Q4 | $131K | Buy |
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|
2019
Q3 | $96K | Hold |
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|
2019
Q2 | $94K | Hold |
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|
2019
Q1 | $99K | Sell |
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|
2018
Q4 | $145K | Buy |
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|
2018
Q3 | $129K | Sell |
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|
2018
Q2 | $139K | Hold |
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|
2018
Q1 | $141K | Hold |
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|
2017
Q4 | $147K | Sell |
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|
2017
Q3 | $163K | Sell |
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|
2017
Q2 | $169K | Buy |
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