Geneos Wealth Management’s TC Energy TRP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Sell |
316
-284
| -47% | -$13.9K | ﹤0.01% | 2150 |
|
|
2025
Q1 | $28.3K | Sell |
600
-2
| -0.3% | -$94 | ﹤0.01% | 2174 |
|
|
2024
Q4 | $28K | Buy |
602
+123
| +26% | +$5.72K | ﹤0.01% | 1573 |
|
|
2024
Q3 | $22.8K | Sell |
479
-64
| -12% | -$3.05K | ﹤0.01% | 1517 |
|
|
2024
Q2 | $20.6K | Sell |
543
-96
| -15% | -$3.64K | ﹤0.01% | 1345 |
|
|
2024
Q1 | $25.7K | Sell |
639
-632
| -50% | -$25.4K | ﹤0.01% | 1283 |
|
|
2023
Q4 | $49.7K | Sell |
1,271
-8,028
| -86% | -$314K | ﹤0.01% | 1062 |
|
|
2023
Q3 | $320K | Buy |
9,299
+189
| +2% | +$6.5K | 0.02% | 565 |
|
|
2023
Q2 | $368K | Buy |
9,110
+7,174
| +371% | +$290K | 0.02% | 530 |
|
|
2023
Q1 | $75.3K | Buy |
1,936
+1,621
| +515% | +$63.1K | ﹤0.01% | 935 |
|
|
2022
Q4 | $12.6K | Hold |
315
| – | – | ﹤0.01% | 1469 |
|
|
2022
Q3 | $12K | Sell |
315
-267
| -46% | -$10.2K | ﹤0.01% | 1477 |
|
|
2022
Q2 | $30K | Sell |
582
-2,000
| -77% | -$103K | ﹤0.01% | 1501 |
|
|
2022
Q1 | $145K | Hold |
2,582
| – | – | 0.01% | 944 |
|
|
2021
Q4 | $120K | Sell |
2,582
-1,927
| -43% | -$89.6K | ﹤0.01% | 1096 |
|
|
2021
Q3 | $218K | Sell |
4,509
-16
| -0.4% | -$774 | 0.01% | 819 |
|
|
2021
Q2 | $225K | Hold |
4,525
| – | – | 0.01% | 800 |
|
|
2021
Q1 | $223K | Hold |
4,525
| – | – | 0.01% | 922 |
|
|
2020
Q4 | $215K | Sell |
4,525
-360
| -7% | -$17.1K | 0.01% | 802 |
|
|
2020
Q3 | $217K | Sell |
4,885
-14
| -0.3% | -$622 | 0.01% | 670 |
|
|
2020
Q2 | $204K | Hold |
4,899
| – | – | 0.01% | 661 |
|
|
2020
Q1 | $202K | Sell |
4,899
-300
| -6% | -$12.4K | 0.01% | 608 |
|
|
2019
Q4 | $279K | Sell |
5,199
-11
| -0.2% | -$590 | 0.01% | 579 |
|
|
2019
Q3 | $269K | Sell |
5,210
-458
| -8% | -$23.6K | 0.02% | 559 |
|
|
2019
Q2 | $281K | Buy |
+5,668
| New | +$281K | 0.02% | 563 |
|