Geneos Wealth Management’s New Jersey Resources NJR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,156	Closed	-$234K	–	2385
2022 Q2	$234K	Hold	5,156	–	–	0.01%	696
2022 Q1	$236K	Hold	5,156	–	–	0.01%	741
2021 Q4	$211K	Hold	5,156	–	–	0.01%	841
2021 Q3	$183K	Hold	5,156	–	–	0.01%	895
2021 Q2	$206K	Sell	5,156 -648	-11%	-$25.9K	0.01%	826
2021 Q1	$243K	Hold	5,804	–	–	0.01%	891
2020 Q4	$231K	Hold	5,804	–	–	0.01%	782
2020 Q3	$154K	Hold	5,804	–	–	0.01%	779
2020 Q2	$181K	Hold	5,804	–	–	0.01%	699
2020 Q1	$190K	Hold	5,804	–	–	0.01%	628
2019 Q4	$254K	Hold	5,804	–	–	0.01%	606
2019 Q3	$261K	Hold	5,804	–	–	0.02%	571
2019 Q2	$288K	Hold	5,804	–	–	0.02%	557
2019 Q1	$289K	Hold	5,804	–	–	0.02%	542
2018 Q4	$263K	Hold	5,804	–	–	0.02%	519
2018 Q3	$267K	Hold	5,804	–	–	0.02%	545
2018 Q2	$259K	Hold	5,804	–	–	0.02%	495
2018 Q1	$232K	Hold	5,804	–	–	0.02%	505
2017 Q4	$233K	Hold	5,804	–	–	0.02%	494
2017 Q3	$244K	Buy	5,804 +4,156	+252%	+$175K	0.02%	458
2017 Q2	$65K	Hold	1,648	–	–	0.01%	832
2017 Q1	$65K	Hold	1,648	–	–	0.01%	800
2016 Q4	$58K	Hold	1,648	–	–	0.01%	785
2016 Q3	$54K	Hold	1,648	–	–	0.01%	785
2016 Q2	$63K	Hold	1,648	–	–	0.01%	727
2016 Q1	$60K	Buy	+1,648	New	+$60K	0.01%	748