Geneos Wealth Management’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Buy |
418
+2
| +0.5% | +$81 | ﹤0.01% | 2107 |
|
|
2025
Q1 | $48.3K | Buy |
416
+163
| +64% | +$18.9K | ﹤0.01% | 1940 |
|
|
2024
Q4 | $11K | Hold |
253
| – | – | ﹤0.01% | 2014 |
|
|
2024
Q3 | $12.1K | Buy |
+253
| New | +$12.1K | ﹤0.01% | 1761 |
|
|
2017
Q1 | – | Sell |
-82
| Closed | -$3K | – | 2119 |
|
|
2016
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 1778 |
|
|
2016
Q3 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 1712 |
|