Geneos Wealth Management’s Tortoise North American Pipeline Fund TPYP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $11.9K | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $889K | Buy |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $867K | Sell |
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|
2023
Q4 | $838K | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $911K | Sell |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $1.55M | Sell |
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|
2021
Q3 | $1.55M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $926K | Buy |
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|
2020
Q2 | $973K | Sell |
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|
2020
Q1 | $812K | Buy |
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|
2019
Q4 | $998K | Buy |
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|
2019
Q3 | $871K | Buy |
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|
2019
Q2 | $813K | Buy |
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|
2019
Q1 | $787K | Sell |
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|
2018
Q4 | $817K | Sell |
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|
2018
Q3 | $1.01M | Sell |
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|
2018
Q2 | $1.05M | Buy |
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|
2018
Q1 | $882K | Buy |
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|
2017
Q4 | $933K | Buy |
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|
2017
Q3 | $927K | Buy |
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|
2017
Q2 | $879K | Buy |
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|
2017
Q1 | $877K | Buy |
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