GeoWealth Management’s CenterPoint Energy CNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$161K Sell
4,386
-65
-1% -$2.39K 0.01% 710
2025
Q1
$161K Sell
4,451
-453
-9% -$16.4K 0.01% 705
2024
Q4
$156K Sell
4,904
-707
-13% -$22.4K 0.01% 846
2024
Q3
$165K Sell
5,611
-471
-8% -$13.9K 0.01% 770
2024
Q2
$188K Buy
6,082
+681
+13% +$21.1K 0.01% 706
2024
Q1
$154K Buy
5,401
+4,253
+370% +$121K 0.01% 731
2023
Q4
$33K Buy
+1,148
New +$33K ﹤0.01% 638