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GWM
X

Geneos Wealth Management’s US Steel X Stock Holding History

Geneos Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
2025
Q1
$253K Buy
2024
Q4
$17K Buy
2022
Q1
– Sell
2021
Q4
$94K Buy
2021
Q3
$85K Hold
2021
Q2
$95K Sell
2021
Q1
$99K Buy
2020
Q4
$96K Sell
2020
Q3
$787K Buy
2020
Q2
$783K Sell
2020
Q1
$632K Buy
2019
Q4
$15K Sell
2019
Q3
$77K Sell
2019
Q2
$115K Buy
2019
Q1
$131K Buy
2018
Q4
$119K Sell
2018
Q3
$199K Buy
2018
Q2
$52K Sell
2018
Q1
$475K Buy
2017
Q4
$274K Sell
2017
Q3
$203K Sell
2017
Q2
$190K Sell
2017
Q1
$339K Buy
2016
Q4
$288K Buy
2016
Q3
$17K Sell
2016
Q2
$17K Hold
2016
Q1
$15K Buy
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds Fund Manager Portfolios Gain insights from the world's largest funds and super investors
Price Target Consensus See what stocks research analysts are collectively bullish/bearish on Latest Ratings Feed Explore the latest ratings and price targets from the best equity research analysts Equity Analyst Profiles Browse analysts, their latest ratings and track record Research Firm Profiles Browse research firm recommendations, trends, and performance
Fund Manager Index Stock index based on fund manager consensus updated each quarter Analyst Index COMING SOON - Stock index based on equity analyst consensus updated every second

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