Geneos Wealth Management’s SunPower Corporation Common Stock SPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-700
| Closed | -$2.07K | – | 2632 |
|
|
2024
Q2 | $2.07K | Hold |
700
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q1 | $2.1K | Sell |
700
-250
| -26% | -$823 | ﹤0.01% | 1891 |
|
|
2023
Q4 | $4.59K | Hold |
950
| – | – | ﹤0.01% | 1744 |
|
|
2023
Q3 | $5.86K | Hold |
950
| – | – | ﹤0.01% | 1696 |
|
|
2023
Q2 | $9.31K | Sell |
950
-350
| -27% | -$4.08K | ﹤0.01% | 1593 |
|
|
2023
Q1 | $18K | Buy |
1,300
+500
| +63% | +$7.84K | ﹤0.01% | 1381 |
|
|
2022
Q4 | $14.4K | Hold |
800
| – | – | ﹤0.01% | 1429 |
|
|
2022
Q3 | $18K | Sell |
800
-300
| -27% | -$6.75K | ﹤0.01% | 1366 |
|
|
2022
Q2 | $17K | Sell |
1,100
-25
| -2% | -$450 | ﹤0.01% | 1763 |
|
|
2022
Q1 | $24K | Buy |
1,125
+375
| +50% | +$6.89K | ﹤0.01% | 1726 |
|
|
2021
Q4 | $22K | Hold |
750
| – | – | ﹤0.01% | 1849 |
|
|
2021
Q3 | $18K | Sell |
750
-100
| -12% | -$2.34K | ﹤0.01% | 1986 |
|
|
2021
Q2 | $24K | Sell |
850
-675
| -44% | -$17.4K | ﹤0.01% | 1831 |
|
|
2021
Q1 | $39K | Hold |
1,525
| – | – | ﹤0.01% | 1765 |
|
|
2020
Q4 | $50K | Buy |
1,525
+65
| +4% | +$1.31K | ﹤0.01% | 1466 |
|
|
2020
Q3 | $15K | Sell |
1,460
-769
| -34% | -$6.48K | ﹤0.01% | 1806 |
|
|
2020
Q2 | $10K | Hold |
2,229
| – | – | ﹤0.01% | 1931 |
|
|
2020
Q1 | $7K | Hold |
2,229
| – | – | ﹤0.01% | 1960 |
|
|
2019
Q4 | $11K | Hold |
2,229
| – | – | ﹤0.01% | 1946 |
|
|
2019
Q3 | $16K | Hold |
2,229
| – | – | ﹤0.01% | 1720 |
|
|
2019
Q2 | $15K | Sell |
2,229
-5
| -0.2% | -$27 | ﹤0.01% | 1773 |
|
|
2019
Q1 | $9K | Sell |
2,234
-1,832
| -45% | -$7.14K | ﹤0.01% | 1885 |
|
|
2018
Q4 | $13K | Sell |
4,066
-1,146
| -22% | -$4.76K | ﹤0.01% | 1705 |
|
|
2018
Q3 | $24K | Buy |
5,212
+1,833
| +54% | +$8.68K | ﹤0.01% | 1503 |
|
|
2018
Q2 | $16K | Hold |
3,379
| – | – | ﹤0.01% | 1553 |
|
|
2018
Q1 | $17K | Sell |
3,379
-1,915
| -36% | -$9.76K | ﹤0.01% | 1468 |
|
|
2017
Q4 | $29K | Buy |
5,294
+2,138
| +68% | +$11.1K | ﹤0.01% | 1255 |
|
|
2017
Q3 | $15K | Hold |
3,156
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q2 | $19K | Buy |
3,156
+2,290
| +264% | +$11.2K | ﹤0.01% | 1299 |
|
|
2017
Q1 | $3K | Buy |
866
+626
| +261% | +$2.94K | ﹤0.01% | 1838 |
|
|
2016
Q4 | $1K | Hold |
240
| – | – | ﹤0.01% | 2021 |
|
|
2016
Q3 | $1K | Sell |
240
-152
| -39% | -$1.18K | ﹤0.01% | 1947 |
|
|
2016
Q2 | $3K | Buy |
392
+152
| +63% | +$1.79K | ﹤0.01% | 1645 |
|
|
2016
Q1 | $3K | Buy |
+240
| New | +$3.73K | ﹤0.01% | 1632 |
|
Other funds holding SPWR
XT
BTI
CIM
Geneos Wealth Management's SPWR Position: Q3 2024 in Review
Geneos Wealth Management sold out of SunPower Corporation Common Stock (SPWR) in Q3 2024, closing a stake of 700 shares — an estimated $2.07K sold.
Geneos Wealth Management first reported a position in SPWR in Q1 2016 and held it in 34 quarters. The position peaked at $50K in Q4 2020. 18 funds tracked by Wall St. Rank hold SPWR as of Q3 2024.
- Geneos Wealth Management reported no remaining SunPower Corporation Common Stock position as of Q3 2024 after selling out during the quarter.
- Geneos Wealth Management sold 700 SunPower Corporation Common Stock shares in Q3 2024, an estimated $2.07K.
- Geneos Wealth Management first reported a position in SunPower Corporation Common Stock in Q1 2016 and held it in 34 quarters.
- Geneos Wealth Management's SunPower Corporation Common Stock position peaked at $50K in Q4 2020.
- 18 funds tracked by Wall St. Rank held SunPower Corporation Common Stock as of Q3 2024.
Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.