Geneos Wealth Management’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$3.61K | – | 2950 |
|
|
2024
Q3 | $3.61K | Hold |
200
| – | – | ﹤0.01% | 2160 |
|
|
2024
Q2 | $2.37K | Sell |
200
-20
| -9% | -$245 | ﹤0.01% | 1859 |
|
|
2024
Q1 | $2.9K | Buy |
220
+20
| +10% | +$275 | ﹤0.01% | 1819 |
|
|
2023
Q4 | $3.93K | Sell |
200
-150
| -43% | -$1.9K | ﹤0.01% | 1782 |
|
|
2023
Q3 | $4.4K | Hold |
350
| – | – | ﹤0.01% | 1784 |
|
|
2023
Q2 | $6.25K | Hold |
350
| – | – | ﹤0.01% | 1687 |
|
|
2023
Q1 | $7.05K | Hold |
350
| – | – | ﹤0.01% | 1640 |
|
|
2022
Q4 | $8.41K | Sell |
350
-135
| -28% | -$3.6K | ﹤0.01% | 1578 |
|
|
2022
Q3 | $13K | Hold |
485
| – | – | ﹤0.01% | 1453 |
|
|
2022
Q2 | $11K | Buy |
485
+195
| +67% | +$4.68K | ﹤0.01% | 1918 |
|
|
2022
Q1 | $8K | Buy |
290
+5
| +2% | +$139 | ﹤0.01% | 2185 |
|
|
2021
Q4 | $9K | Hold |
285
| – | – | ﹤0.01% | 2230 |
|
|
2021
Q3 | $12K | Buy |
285
+135
| +90% | +$6.44K | ﹤0.01% | 2153 |
|
|
2021
Q2 | $8K | Hold |
150
| – | – | ﹤0.01% | 2303 |
|
|
2021
Q1 | $7K | Hold |
150
| – | – | ﹤0.01% | 2549 |
|
|
2020
Q4 | $8K | Sell |
150
-150
| -50% | -$9.31K | ﹤0.01% | 2322 |
|
|
2020
Q3 | $19K | Hold |
300
| – | – | ﹤0.01% | 1679 |
|
|
2020
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 2165 |
|
|
2020
Q1 | $3K | Sell |
300
-780
| -72% | -$12.8K | ﹤0.01% | 2202 |
|
|
2019
Q4 | $15K | Hold |
1,080
| – | – | ﹤0.01% | 1811 |
|
|
2019
Q3 | $17K | Hold |
1,080
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q2 | $20K | Hold |
1,080
| – | – | ﹤0.01% | 1636 |
|
|
2019
Q1 | $15K | Sell |
1,080
-300
| -22% | -$4.13K | ﹤0.01% | 1706 |
|
|
2018
Q4 | $14K | Buy |
1,380
+1,080
| +360% | +$13.7K | ﹤0.01% | 1672 |
|
|
2018
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 2202 |
|
|
2018
Q2 | $3K | Hold |
300
| – | – | ﹤0.01% | 2058 |
|
|
2018
Q1 | $2K | Hold |
300
| – | – | ﹤0.01% | 2058 |
|
|
2017
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 2124 |
|
|
2017
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 2073 |
|
|
2017
Q2 | $2K | Hold |
300
| – | – | ﹤0.01% | 1951 |
|
|
2017
Q1 | $1K | Hold |
300
| – | – | ﹤0.01% | 2012 |
|
|
2016
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 1988 |
|
|
2016
Q3 | $1K | Hold |
300
| – | – | ﹤0.01% | 1916 |
|
|
2016
Q2 | $1K | Sell |
300
-2,000
| -87% | -$13.2K | ﹤0.01% | 1765 |
|
|
2016
Q1 | $14K | Buy |
+2,300
| New | +$16.5K | ﹤0.01% | 1203 |
|
Other funds holding RUN
GC
OAG
SC
Geneos Wealth Management's RUN Position: Q4 2024 in Review
Geneos Wealth Management sold out of Sunrun (RUN) in Q4 2024, closing a stake of 200 shares — an estimated $3.61K sold.
Geneos Wealth Management first reported a position in RUN in Q1 2016 and held it in 35 quarters. The position peaked at $20K in Q2 2019. 397 funds tracked by Wall St. Rank hold RUN as of Q4 2024.
- Geneos Wealth Management reported no remaining Sunrun position as of Q4 2024 after selling out during the quarter.
- Geneos Wealth Management sold 200 Sunrun shares in Q4 2024, an estimated $3.61K.
- Geneos Wealth Management first reported a position in Sunrun in Q1 2016 and held it in 35 quarters.
- Geneos Wealth Management's Sunrun position peaked at $20K in Q2 2019.
- 397 funds tracked by Wall St. Rank held Sunrun as of Q4 2024.
Based on Geneos Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.