Geneos Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Sell |
12,050
-4,940
| -29% | -$348K | 0.02% | 576 |
|
|
2025
Q1 | $1.25M | Buy |
16,990
+12,323
| +264% | +$903K | 0.02% | 606 |
|
|
2024
Q4 | $292K | Sell |
4,667
-632
| -12% | -$39.6K | 0.01% | 717 |
|
|
2024
Q3 | $349K | Buy |
5,299
+1,423
| +37% | +$93.8K | 0.01% | 634 |
|
|
2024
Q2 | $280K | Buy |
3,876
+498
| +15% | +$35.9K | 0.01% | 619 |
|
|
2024
Q1 | $226K | Hold |
3,378
| – | – | 0.01% | 673 |
|
|
2023
Q4 | $222K | Sell |
3,378
-2,834
| -46% | -$186K | 0.01% | 656 |
|
|
2023
Q3 | $400K | Sell |
6,212
-148
| -2% | -$9.53K | 0.02% | 509 |
|
|
2023
Q2 | $384K | Buy |
6,360
+2,968
| +88% | +$179K | 0.02% | 517 |
|
|
2023
Q1 | $195K | Sell |
3,392
-3,441
| -50% | -$198K | 0.01% | 655 |
|
|
2022
Q4 | $389K | Buy |
6,833
+400
| +6% | +$22.8K | 0.02% | 465 |
|
|
2022
Q3 | $320K | Sell |
6,433
-13,650
| -68% | -$679K | 0.02% | 485 |
|
|
2022
Q2 | $1.04M | Sell |
20,083
-302
| -1% | -$15.7K | 0.05% | 311 |
|
|
2022
Q1 | $1.12M | Buy |
+20,385
| New | +$1.12M | 0.05% | 327 |
|