Geneos Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $574K | Sell |
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|
2025
Q2 | $848K | Sell |
|
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|
2025
Q1 | $1.25M | Buy |
|
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|
2024
Q4 | $292K | Sell |
|
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|
2024
Q3 | $349K | Buy |
|
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|
2024
Q2 | $280K | Buy |
|
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|
2024
Q1 | $226K | Hold |
|
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|
2023
Q4 | $222K | Sell |
|
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|
2023
Q3 | $400K | Sell |
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|
2023
Q2 | $384K | Buy |
|
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|
2023
Q1 | $195K | Sell |
|
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.12M | Buy |
|