GWM
X
Geneos Wealth Management’s US Steel X Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,996
| Closed | -$253K | – | 3248 |
|
|
2025
Q1 | $253K | Buy |
5,996
+5,496
| +1,099% | +$232K | ﹤0.01% | 1129 |
|
|
2024
Q4 | $17K | Buy |
+500
| New | +$17K | ﹤0.01% | 1812 |
|
|
2022
Q1 | – | Sell |
-3,988
| Closed | -$94K | – | 3008 |
|
|
2021
Q4 | $94K | Buy |
3,988
+43
| +1% | +$1.01K | ﹤0.01% | 1198 |
|
|
2021
Q3 | $85K | Hold |
3,945
| – | – | ﹤0.01% | 1240 |
|
|
2021
Q2 | $95K | Sell |
3,945
-400
| -9% | -$9.63K | ﹤0.01% | 1184 |
|
|
2021
Q1 | $99K | Buy |
4,345
+200
| +5% | +$4.56K | ﹤0.01% | 1318 |
|
|
2020
Q4 | $96K | Sell |
4,145
-106,564
| -96% | -$2.47M | ﹤0.01% | 1165 |
|
|
2020
Q3 | $787K | Buy |
110,709
+1,338
| +1% | +$9.51K | 0.04% | 337 |
|
|
2020
Q2 | $783K | Sell |
109,371
-134
| -0.1% | -$959 | 0.04% | 325 |
|
|
2020
Q1 | $632K | Buy |
109,505
+108,144
| +7,946% | +$624K | 0.04% | 332 |
|
|
2019
Q4 | $15K | Sell |
1,361
-5,500
| -80% | -$60.6K | ﹤0.01% | 1817 |
|
|
2019
Q3 | $77K | Sell |
6,861
-710
| -9% | -$7.97K | ﹤0.01% | 997 |
|
|
2019
Q2 | $115K | Buy |
7,571
+833
| +12% | +$12.7K | 0.01% | 854 |
|
|
2019
Q1 | $131K | Buy |
6,738
+200
| +3% | +$3.89K | 0.01% | 772 |
|
|
2018
Q4 | $119K | Sell |
6,538
-22
| -0.3% | -$400 | 0.01% | 782 |
|
|
2018
Q3 | $199K | Buy |
6,560
+5,056
| +336% | +$153K | 0.01% | 647 |
|
|
2018
Q2 | $52K | Sell |
1,504
-11,995
| -89% | -$415K | ﹤0.01% | 1026 |
|
|
2018
Q1 | $475K | Buy |
13,499
+5,712
| +73% | +$201K | 0.04% | 315 |
|
|
2017
Q4 | $274K | Sell |
7,787
-135
| -2% | -$4.75K | 0.02% | 447 |
|
|
2017
Q3 | $203K | Sell |
7,922
-663
| -8% | -$17K | 0.02% | 506 |
|
|
2017
Q2 | $190K | Sell |
8,585
-1,457
| -15% | -$32.2K | 0.02% | 511 |
|
|
2017
Q1 | $339K | Buy |
10,042
+1,293
| +15% | +$43.6K | 0.04% | 358 |
|
|
2016
Q4 | $288K | Buy |
8,749
+7,809
| +831% | +$257K | 0.04% | 367 |
|
|
2016
Q3 | $17K | Sell |
940
-12
| -1% | -$217 | ﹤0.01% | 1199 |
|
|
2016
Q2 | $17K | Hold |
952
| – | – | ﹤0.01% | 1174 |
|
|
2016
Q1 | $15K | Buy |
+952
| New | +$15K | ﹤0.01% | 1178 |
|