Geneos Wealth Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $388K | Sell |
2,004
-1,453
| -42% | -$282K | 0.01% | 781 |
|
|
2025
Q1 | $406K | Buy |
3,457
+2,876
| +495% | +$338K | 0.01% | 965 |
|
|
2024
Q4 | $80.1K | Sell |
581
-126
| -18% | -$17.4K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $83.8K | Buy |
707
+593
| +520% | +$70.3K | ﹤0.01% | 1015 |
|
|
2024
Q2 | $9.8K | Buy |
114
+100
| +714% | +$8.6K | ﹤0.01% | 1555 |
|
|
2024
Q1 | $975 | Hold |
14
| – | – | ﹤0.01% | 2026 |
|
|
2023
Q4 | $539 | Buy |
+14
| New | +$539 | ﹤0.01% | 2086 |
|
|
2021
Q2 | – | Sell |
-799
| Closed | -$13K | – | 3130 |
|
|
2021
Q1 | $13K | Buy |
+799
| New | +$13K | ﹤0.01% | 2274 |
|