Geneos Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $54.7K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $858K | Buy |
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|
2024
Q4 | $246K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $26K | Sell |
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|
2021
Q1 | $180K | Buy |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $39K | Hold |
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|
2020
Q1 | $43K | Hold |
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|
2019
Q4 | $47K | Hold |
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|
2019
Q3 | $52K | Hold |
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|
2019
Q2 | $50K | Hold |
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|
2019
Q1 | $50K | Hold |
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|
2018
Q4 | $44K | Hold |
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|
2018
Q3 | $43K | Buy |
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|
2018
Q2 | $45K | Sell |
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|
2018
Q1 | $41K | Sell |
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|
2017
Q4 | $75K | Hold |
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|
2017
Q3 | $75K | Sell |
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|
2017
Q2 | $76K | Hold |
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|
2017
Q1 | $72K | Sell |
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|
2016
Q4 | $68K | Hold |
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|
2016
Q3 | $74K | Buy |
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|
2016
Q2 | $70K | Hold |
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|
2016
Q1 | $62K | Buy |
|