Geneos Wealth Management Inc. Edison International Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Edison International stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,062 shares of EIX stock, worth $111,348. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,062

Previous 2,468 16.45%

Holding current value

$111,348

Previous $214,000 23.36%

% of portfolio

0.01%

Previous 0.01%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$77.93 - $88.36 $31,639 - $35,874	-406 Reduced 16.45%	2,062 $164,000
Q3 2024 Nov 14, 2024	BUY	$71.19 - $87.72 $21,997 - $27,105	309 Added 14.31%	2,468 $214,000
Q2 2024 Jul 23, 2024	BUY	$66.81 - $76.85 $28,394 - $32,661	425 Added 24.51%	2,159 $155,000
Q1 2024 May 03, 2024	BUY	$64.41 - $73.17 $23,831 - $27,072	370 Added 27.13%	1,734 $122,000
Q4 2023 Jan 26, 2024	SELL	$60.69 - $71.91 $8,253 - $9,779	-136 Reduced 9.07%	1,364 $97,000
Q2 2023 Aug 08, 2023	SELL	$65.63 - $74.19 $3,281 - $3,709	-50 Reduced 3.23%	1,500 $104,000
Q1 2023 Apr 25, 2023	BUY	$64.26 - $70.59 $3,213 - $3,529	50 Added 3.33%	1,550 $109,000
Q3 2022 Nov 14, 2022	SELL	$56.58 - $72.06 $23,707 - $30,193	-419 Reduced 21.83%	1,500 $84,000
Q2 2022 Jul 22, 2022	BUY	$58.92 - $72.75 $8,661 - $10,694	147 Added 8.3%	1,919 $121,000
Q1 2022 May 16, 2022	SELL	$59.02 - $70.1 $31,103 - $36,942	-527 Reduced 22.92%	1,772 $124,000
Q4 2021 Feb 09, 2022	BUY	$55.04 - $68.44 $2,752 - $3,422	50 Added 2.22%	2,299 $156,000
Q2 2021 Jul 08, 2021	BUY	$55.01 - $61.52 $19,858 - $22,208	361 Added 19.12%	2,249 $128,000
Q1 2021 Jun 17, 2021	SELL	$53.99 - $63.2 $10,528 - $12,324	-195 Reduced 9.36%	1,888 $112,000
Q4 2020 May 19, 2021	SELL	$50.44 - $65.6 $1,261 - $1,639	-25 Reduced 1.19%	2,083 $111,000
Q3 2020 Sep 07, 2021	SELL	$49.3 - $56.71 $98 - $113	-2 Reduced 0.09%	2,108 $108,000
Q2 2020 Sep 07, 2021	SELL	$49.36 - $64.76 $6,367 - $8,354	-129 Reduced 5.76%	2,110 $115,000
Q1 2020 Sep 07, 2021	SELL	$44.47 - $78.2 $667 - $1,173	-15 Reduced 0.67%	2,239 $123,000
Q4 2019 Sep 07, 2021	SELL	$62.16 - $75.59 $15,912 - $19,351	-256 Reduced 10.2%	2,254 $169,000
Q1 2019 Sep 07, 2021	SELL	$53.51 - $65.07 $19,210 - $23,360	-359 Reduced 12.51%	2,510 $155,000
Q3 2018 Sep 07, 2021	BUY	$63.85 - $69.88 $37,863 - $41,438	593 Added 26.05%	2,869 $194,000
Q2 2018 Sep 07, 2021	SELL	$58.9 - $65.79 $56,956 - $63,618	-967 Reduced 29.82%	2,276 $144,000
Q1 2018 Sep 07, 2021	SELL	$58.07 - $65.15 $11,614 - $13,030	-200 Reduced 5.81%	3,243 $206,000
Q4 2017 Sep 07, 2021	BUY	$63.24 - $82.64 $7,525 - $9,834	119 Added 3.58%	3,443 $217,000
Q1 2017 Sep 07, 2021	SELL	N/A	-28 Reduced 0.84%	3,324 $264,000
Q4 2016 Sep 07, 2021	SELL	N/A	-787 Reduced 19.01%	3,352 $241,000
Q3 2016 Sep 07, 2021	BUY	N/A	28 Added 0.68%	4,139 $299,000
Q2 2016 Sep 07, 2021	SELL	N/A	-100 Reduced 2.37%	4,111 $319,000
Q1 2016 Sep 07, 2021	BUY	N/A	4,211	4,211 $302,000

Others Institutions Holding EIX

# of Institutions

948

Shares Held

320M

Call Options Held

805K

Put Options Held

993K

View Full List

About EDISON INTERNATIONAL

Ticker EIX
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 381,432,000
Market Cap $20.6B
Description
Edison International, through its subsidiaries, generates and distributes electric power. It delivers electricity to 15 million residential, commercial, industrial, public authorities, agricultural, and other customers across Southern, Central, and Coastal California. The company also provides energy solutions to commercial and industrial users....

More about EIX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Account

Geneos Wealth Management Inc. Edison International Transaction History