Geneos Wealth Management’s TotalEnergies TTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
10,519
-7,356
| -41% | -$452K | 0.02% | 636 |
|
|
2025
Q1 | $1.16M | Buy |
17,875
+12,274
| +219% | +$794K | 0.02% | 627 |
|
|
2024
Q4 | $305K | Buy |
5,601
+276
| +5% | +$15K | 0.01% | 704 |
|
|
2024
Q3 | $344K | Buy |
5,325
+605
| +13% | +$39.1K | 0.01% | 636 |
|
|
2024
Q2 | $315K | Buy |
4,720
+341
| +8% | +$22.7K | 0.01% | 596 |
|
|
2024
Q1 | $301K | Buy |
4,379
+153
| +4% | +$10.5K | 0.01% | 601 |
|
|
2023
Q4 | $285K | Sell |
4,226
-1,393
| -25% | -$93.9K | 0.01% | 589 |
|
|
2023
Q3 | $370K | Buy |
5,619
+165
| +3% | +$10.9K | 0.02% | 530 |
|
|
2023
Q2 | $314K | Buy |
5,454
+1,589
| +41% | +$91.6K | 0.02% | 578 |
|
|
2023
Q1 | $228K | Sell |
3,865
-1,164
| -23% | -$68.7K | 0.01% | 624 |
|
|
2022
Q4 | $312K | Buy |
5,029
+295
| +6% | +$18.3K | 0.02% | 515 |
|
|
2022
Q3 | $220K | Sell |
4,734
-1,419
| -23% | -$65.9K | 0.02% | 576 |
|
|
2022
Q2 | $325K | Sell |
6,153
-163
| -3% | -$8.61K | 0.02% | 608 |
|
|
2022
Q1 | $319K | Sell |
6,316
-6,762
| -52% | -$342K | 0.01% | 647 |
|
|
2021
Q4 | $646K | Buy |
13,078
+186
| +1% | +$9.19K | 0.02% | 506 |
|
|
2021
Q3 | $619K | Buy |
12,892
+925
| +8% | +$44.4K | 0.02% | 517 |
|
|
2021
Q2 | $548K | Sell |
11,967
-525
| -4% | -$24K | 0.02% | 544 |
|
|
2021
Q1 | $553K | Hold |
12,492
| – | – | 0.02% | 613 |
|
|
2020
Q4 | $558K | Sell |
12,492
-3,091
| -20% | -$138K | 0.02% | 513 |
|
|
2020
Q3 | $509K | Sell |
15,583
-260
| -2% | -$8.49K | 0.03% | 423 |
|
|
2020
Q2 | $613K | Sell |
15,843
-205
| -1% | -$7.93K | 0.03% | 372 |
|
|
2020
Q1 | $564K | Buy |
16,048
+431
| +3% | +$15.1K | 0.04% | 360 |
|
|
2019
Q4 | $858K | Sell |
15,617
-1,094
| -7% | -$60.1K | 0.05% | 325 |
|
|
2019
Q3 | $866K | Sell |
16,711
-141
| -0.8% | -$7.31K | 0.05% | 300 |
|
|
2019
Q2 | $940K | Buy |
16,852
+750
| +5% | +$41.8K | 0.06% | 288 |
|
|
2019
Q1 | $896K | Buy |
16,102
+460
| +3% | +$25.6K | 0.06% | 284 |
|
|
2018
Q4 | $819K | Buy |
15,642
+555
| +4% | +$29.1K | 0.06% | 281 |
|
|
2018
Q3 | $971K | Sell |
15,087
-276
| -2% | -$17.8K | 0.06% | 260 |
|
|
2018
Q2 | $930K | Sell |
15,363
-88
| -0.6% | -$5.33K | 0.07% | 228 |
|
|
2018
Q1 | $891K | Sell |
15,451
-481
| -3% | -$27.7K | 0.08% | 228 |
|
|
2017
Q4 | $880K | Sell |
15,932
-13
| -0.1% | -$718 | 0.08% | 227 |
|
|
2017
Q3 | $853K | Sell |
15,945
-1,124
| -7% | -$60.1K | 0.08% | 221 |
|
|
2017
Q2 | $846K | Sell |
17,069
-584
| -3% | -$28.9K | 0.09% | 215 |
|
|
2017
Q1 | $890K | Sell |
17,653
-408
| -2% | -$20.6K | 0.09% | 188 |
|
|
2016
Q4 | $920K | Sell |
18,061
-66
| -0.4% | -$3.36K | 0.12% | 170 |
|
|
2016
Q3 | $864K | Buy |
18,127
+1,556
| +9% | +$74.2K | 0.12% | 179 |
|
|
2016
Q2 | $807K | Sell |
16,571
-1,705
| -9% | -$83K | 0.12% | 173 |
|
|
2016
Q1 | $807K | Buy |
+18,276
| New | +$807K | 0.12% | 169 |
|