Geneos Wealth Management’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.5K | Hold |
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|
2025
Q2 | $69.3K | Sell |
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|
2025
Q1 | $152K | Buy |
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|
2024
Q4 | $69.3K | Hold |
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|
2024
Q3 | $73.6K | Sell |
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|
2024
Q2 | $82.1K | Buy |
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|
2024
Q1 | $69.1K | Hold |
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|
2023
Q4 | $69.7K | Hold |
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|
2023
Q3 | $64.1K | Hold |
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|
2023
Q2 | $74.5K | Hold |
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|
2023
Q1 | $81.5K | Sell |
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|
2022
Q4 | $91.5K | Sell |
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|
2022
Q3 | $97K | Sell |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $304K | Sell |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $236K | Buy |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $257K | Buy |
|