Geneos Wealth Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.1K | Buy |
289
+41
| +17% | +$2.27K | ﹤0.01% | 1782 |
|
|
2025
Q4 | $11K | Buy |
248
+48
| +24% | +$2.03K | ﹤0.01% | 1935 |
|
|
2025
Q3 | $8.36K | Sell |
200
-786
| -80% | -$31.5K | ﹤0.01% | 2014 |
|
|
2025
Q2 | $36.9K | Sell |
986
-3,545
| -78% | -$128K | ﹤0.01% | 1732 |
|
|
2025
Q1 | $175K | Buy |
4,531
+3,804
| +523% | +$145K | ﹤0.01% | 1292 |
|
|
2024
Q4 | $25.9K | Sell |
727
-6
| -0.8% | -$231 | ﹤0.01% | 1602 |
|
|
2024
Q3 | $27.1K | Buy |
733
+533
| +267% | +$20.6K | ﹤0.01% | 1435 |
|
|
2024
Q2 | $7.62K | Hold |
200
| – | – | ﹤0.01% | 1614 |
|
|
2024
Q1 | $7.38K | Hold |
200
| – | – | ﹤0.01% | 1614 |
|
|
2023
Q4 | $6.41K | Hold |
200
| – | – | ﹤0.01% | 1664 |
|
|
2023
Q3 | $6.88K | Hold |
200
| – | – | ﹤0.01% | 1656 |
|
|
2023
Q2 | $5.86K | Hold |
200
| – | – | ﹤0.01% | 1702 |
|
|
2023
Q1 | $6.21K | Hold |
200
| – | – | ﹤0.01% | 1677 |
|
|
2022
Q4 | $6.35K | Buy |
+200
| New | +$6.57K | ﹤0.01% | 1652 |
|
|
2022
Q3 | – | Sell |
-693
| Closed | -$24K | – | 2529 |
|
|
2022
Q2 | $24K | Buy |
693
+1
| +0.1% | +$36 | ﹤0.01% | 1618 |
|
|
2022
Q1 | $22K | Buy |
692
+1
| +0.1% | +$30 | ﹤0.01% | 1763 |
|
|
2021
Q4 | $17K | Buy |
691
+1
| +0.1% | +$24 | ﹤0.01% | 1976 |
|
|
2021
Q3 | $14K | Buy |
690
+1
| +0.1% | +$20 | ﹤0.01% | 2093 |
|
|
2021
Q2 | $16K | Hold |
689
| – | – | ﹤0.01% | 2029 |
|
|
2021
Q1 | $14K | Sell |
689
-155
| -18% | -$3.04K | ﹤0.01% | 2247 |
|
|
2020
Q4 | $17K | Sell |
844
-71
| -8% | -$1.04K | ﹤0.01% | 2009 |
|
|
2020
Q3 | $11K | Sell |
915
-149
| -14% | -$2.33K | ﹤0.01% | 1926 |
|
|
2020
Q2 | $17K | Sell |
1,064
-463
| -30% | -$7.92K | ﹤0.01% | 1700 |
|
|
2020
Q1 | $17K | Buy |
1,527
+1
| +0.1% | +$26 | ﹤0.01% | 1588 |
|
|
2019
Q4 | $49K | Sell |
1,526
-56
| -4% | -$1.75K | ﹤0.01% | 1272 |
|
|
2019
Q3 | $50K | Hold |
1,582
| – | – | ﹤0.01% | 1182 |
|
|
2019
Q2 | $49K | Buy |
1,582
+57
| +4% | +$1.82K | ﹤0.01% | 1202 |
|
|
2019
Q1 | $49K | Buy |
1,525
+66
| +5% | +$2.15K | ﹤0.01% | 1156 |
|
|
2018
Q4 | $40K | Buy |
1,459
+1
| +0.1% | +$33 | ﹤0.01% | 1210 |
|
|
2018
Q3 | $56K | Buy |
1,458
+78
| +6% | +$3.16K | ﹤0.01% | 1125 |
|
|
2018
Q2 | $56K | Sell |
1,380
-652
| -32% | -$25.4K | ﹤0.01% | 992 |
|
|
2018
Q1 | $70K | Sell |
2,032
-865
| -30% | -$30.1K | 0.01% | 874 |
|
|
2017
Q4 | $106K | Buy |
2,897
+61
| +2% | +$2.12K | 0.01% | 729 |
|
|
2017
Q3 | $99K | Buy |
2,836
+79
| +3% | +$2.52K | 0.01% | 704 |
|
|
2017
Q2 | $80K | Sell |
2,757
-85
| -3% | -$2.61K | 0.01% | 754 |
|
|
2017
Q1 | $87K | Buy |
2,842
+231
| +9% | +$7.28K | 0.01% | 700 |
|
|
2016
Q4 | $85K | Buy |
2,611
+497
| +24% | +$15.2K | 0.01% | 658 |
|
|
2016
Q3 | $58K | Hold |
2,114
| – | – | 0.01% | 762 |
|
|
2016
Q2 | $59K | Sell |
2,114
-150
| -7% | -$4.11K | 0.01% | 747 |
|
|
2016
Q1 | $62K | Buy |
+2,264
| New | +$54.8K | 0.01% | 737 |
|
Other funds holding SU
EIM
VCM
