Geneos Wealth Management’s NiSource NI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Sell |
8,180
-13,212
| -62% | -$533K | 0.01% | 834 |
|
|
2025
Q1 | $858K | Buy |
21,392
+14,688
| +219% | +$589K | 0.01% | 718 |
|
|
2024
Q4 | $246K | Buy |
+6,704
| New | +$246K | 0.01% | 776 |
|
|
2022
Q1 | – | Sell |
-1,050
| Closed | -$28K | – | 2905 |
|
|
2021
Q4 | $28K | Hold |
1,050
| – | – | ﹤0.01% | 1717 |
|
|
2021
Q3 | $25K | Hold |
1,050
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q2 | $26K | Sell |
1,050
-5,879
| -85% | -$146K | ﹤0.01% | 1782 |
|
|
2021
Q1 | $180K | Buy |
6,929
+4,535
| +189% | +$118K | 0.01% | 1013 |
|
|
2020
Q4 | $37K | Buy |
2,394
+844
| +54% | +$13K | ﹤0.01% | 1600 |
|
|
2020
Q3 | $34K | Sell |
1,550
-200
| -11% | -$4.39K | ﹤0.01% | 1412 |
|
|
2020
Q2 | $39K | Hold |
1,750
| – | – | ﹤0.01% | 1328 |
|
|
2020
Q1 | $43K | Hold |
1,750
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q4 | $47K | Hold |
1,750
| – | – | ﹤0.01% | 1291 |
|
|
2019
Q3 | $52K | Hold |
1,750
| – | – | ﹤0.01% | 1161 |
|
|
2019
Q2 | $50K | Hold |
1,750
| – | – | ﹤0.01% | 1184 |
|
|
2019
Q1 | $50K | Hold |
1,750
| – | – | ﹤0.01% | 1141 |
|
|
2018
Q4 | $44K | Hold |
1,750
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q3 | $43K | Buy |
1,750
+12
| +0.7% | +$295 | ﹤0.01% | 1247 |
|
|
2018
Q2 | $45K | Sell |
1,738
-12
| -0.7% | -$311 | ﹤0.01% | 1093 |
|
|
2018
Q1 | $41K | Sell |
1,750
-1,181
| -40% | -$27.7K | ﹤0.01% | 1085 |
|
|
2017
Q4 | $75K | Hold |
2,931
| – | – | 0.01% | 849 |
|
|
2017
Q3 | $75K | Sell |
2,931
-100
| -3% | -$2.56K | 0.01% | 802 |
|
|
2017
Q2 | $76K | Hold |
3,031
| – | – | 0.01% | 773 |
|
|
2017
Q1 | $72K | Sell |
3,031
-70
| -2% | -$1.66K | 0.01% | 763 |
|
|
2016
Q4 | $68K | Hold |
3,101
| – | – | 0.01% | 726 |
|
|
2016
Q3 | $74K | Buy |
3,101
+470
| +18% | +$11.2K | 0.01% | 674 |
|
|
2016
Q2 | $70K | Hold |
2,631
| – | – | 0.01% | 693 |
|
|
2016
Q1 | $62K | Buy |
+2,631
| New | +$62K | 0.01% | 735 |
|