A detailed history of Geneos Wealth Management Inc. transactions in Dte Energy CO stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,088 shares of DTE stock, worth $252,146. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,088
Previous 849 145.94%
Holding current value
$252,146
Previous $94,000 185.11%
% of portfolio
0.01%
Previous 0.0%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$108.67 - $128.41 $134,642 - $159,099
1,239 Added 145.94%
2,088 $268,000
Q2 2024

Jul 23, 2024

BUY
$103.2 - $117.18 $26,109 - $29,646
253 Added 42.45%
849 $94,000
Q1 2024

May 03, 2024

SELL
$102.36 - $112.95 $1,228 - $1,355
-12 Reduced 1.97%
596 $66,000
Q4 2023

Jan 26, 2024

BUY
$94.2 - $113.32 $659 - $793
7 Added 1.16%
608 $67,000
Q3 2023

Oct 11, 2023

BUY
$98.63 - $115.87 $1,183 - $1,390
12 Added 2.04%
601 $59,000
Q2 2023

Aug 08, 2023

BUY
$106.44 - $114.81 $319 - $344
3 Added 0.51%
589 $64,000
Q3 2022

Nov 14, 2022

SELL
$51.06 - $135.97 $18,330 - $48,813
-359 Reduced 37.99%
586 $67,000
Q2 2022

Jul 22, 2022

SELL
$115.72 - $139.12 $23,028 - $27,684
-199 Reduced 17.4%
945 $119,000
Q1 2022

May 16, 2022

BUY
$115.88 - $132.56 $115 - $132
1 Added 0.09%
1,144 $151,000
Q4 2021

Feb 09, 2022

SELL
$108.34 - $120.33 $10,834 - $12,033
-100 Reduced 8.05%
1,143 $136,000
Q3 2021

Nov 09, 2021

SELL
$111.43 - $122.13 $7,354 - $8,060
-66 Reduced 5.04%
1,243 $138,000
Q2 2021

Jul 08, 2021

SELL
$110.2 - $122.68 $455,787 - $507,404
-4,136 Reduced 75.96%
1,309 $146,000
Q1 2021

Jun 17, 2021

BUY
$100.19 - $114.06 $100 - $114
1 Added 0.02%
5,445 $762,000
Q4 2020

May 19, 2021

BUY
$96.54 - $115.06 $389,538 - $464,267
4,035 Added 286.37%
5,444 $174,000
Q1 2020

Sep 07, 2021

BUY
$65.37 - $114.86 $3,922 - $6,891
60 Added 4.45%
1,409 $137,000
Q4 2019

Sep 07, 2021

SELL
$102.54 - $113.35 $18,969 - $20,969
-185 Reduced 12.06%
1,349 $173,000
Q3 2019

Sep 07, 2021

SELL
$107.37 - $113.87 $5,690 - $6,035
-53 Reduced 3.34%
1,534 $203,000
Q2 2019

Sep 07, 2021

SELL
$104.36 - $111.99 $2,609 - $2,799
-25 Reduced 1.55%
1,587 $203,000
Q1 2019

Sep 07, 2021

BUY
$91.82 - $107.16 $2,387 - $2,786
26 Added 1.64%
1,612 $201,000
Q3 2018

Sep 07, 2021

SELL
$87.79 - $97.02 $40,295 - $44,532
-459 Reduced 22.44%
1,586 $173,000
Q2 2018

Sep 07, 2021

BUY
$80.6 - $89.91 $20,311 - $22,657
252 Added 14.05%
2,045 $211,000
Q1 2018

Sep 07, 2021

BUY
$83.82 - $92.3 $167 - $184
2 Added 0.11%
1,793 $187,000
Q4 2017

Sep 07, 2021

BUY
$90.72 - $98.71 $1,723 - $1,875
19 Added 1.07%
1,791 $196,000
Q3 2017

Sep 07, 2021

BUY
$91.06 - $96.6 $91 - $96
1 Added 0.06%
1,772 $190,000
Q2 2017

Sep 07, 2021

SELL
N/A
-349 Reduced 16.46%
1,771 $187,000
Q1 2017

Sep 07, 2021

BUY
N/A
51 Added 2.46%
2,120 $216,000
Q4 2016

Sep 07, 2021

SELL
N/A
-213 Reduced 9.33%
2,069 $203,000
Q3 2016

Sep 07, 2021

SELL
N/A
-200 Reduced 8.06%
2,282 $213,000
Q2 2016

Sep 07, 2021

BUY
N/A
67 Added 2.77%
2,482 $246,000
Q1 2016

Sep 07, 2021

BUY
N/A
2,415
2,415 $219,000

Others Institutions Holding DTE

About DTE ENERGY CO


  • Ticker DTE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 193,742,000
  • Market Cap $23.4B
  • Description
  • DTE Energy Company engages in the utility operations. The company's Electric segment generates, purchases, distributes, and sells electricity to approximately 2.3 million residential, commercial, and industrial customers in southeastern Michigan. It generates electricity through fossil-fuel, hydroelectric pumped storage, and nuclear plants, as w...
More about DTE
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