Geneos Wealth Management Inc. Cms Energy Corp Transaction History

Geneos Wealth Management Inc.

$3.92 Billion
Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Cms Energy Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,275 shares of CMS stock, worth $169,146. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,275

Previous 2,263 0.53%

Holding current value

$169,146

Previous $169,000 7.1%

% of portfolio

0.0%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 18, 2025	BUY	$68.57 - $75.51 $822 - $906	12 Added 0.53%	2,275 $157,000
Q1 2025 May 21, 2025	SELL	$64.99 - $75.11 $98,329 - $113,641	-1,513 Reduced 40.07%	2,263 $169,000
Q1 2025 May 07, 2025	BUY	$64.99 - $75.11 $135,894 - $157,055	2,091 Added 124.09%	3,776 $283,000
Q4 2024 Jan 21, 2025	BUY	$65.76 - $71.94 $394 - $431	6 Added 0.36%	1,685 $112,000
Q3 2024 Nov 14, 2024	BUY	$58.7 - $70.62 $92,159 - $110,873	1,570 Added 1440.37%	1,679 $118,000
Q1 2024 May 03, 2024	SELL	$55.61 - $60.47 $834 - $907	-15 Reduced 12.1%	109 $6,000
Q4 2023 Jan 26, 2024	SELL	$50.57 - $59.91 $2,326 - $2,755	-46 Reduced 27.06%	124 $7,000
Q3 2023 Oct 11, 2023	BUY	$52.7 - $63.42 $1,844 - $2,219	35 Added 25.93%	170 $9,000
Q2 2023 Aug 08, 2023	BUY	$56.9 - $62.63 $512 - $563	9 Added 7.14%	135 $7,000
Q1 2023 Apr 25, 2023	BUY	$57.78 - $65.4 $1,502 - $1,700	26 Added 26.0%	126 $7,000
Q2 2021 Jul 08, 2021	SELL	$58.12 - $65.27 $23,015 - $25,846	-396 Reduced 79.84%	100 $5,000
Q4 2020 May 19, 2021	BUY	$57.6 - $67.11 $22,809 - $26,575	396 Added 396.0%	496 $6,000
Q4 2019 Sep 07, 2021	SELL	$59.58 - $64.92 $8,281 - $9,023	-139 Reduced 58.16%	100 $6,000
Q3 2019 Sep 07, 2021	BUY	$57.66 - $65.04 $13,780 - $15,544	239 New	239 $15,000
Q3 2018 Sep 07, 2021	SELL	$46.78 - $50.69 $12,724 - $13,787	-272 Closed	0 $0
Q1 2018 Sep 07, 2021	SELL	$41.77 - $46.95 $11,987 - $13,474	-287 Reduced 51.34%	272 $12,000
Q4 2017 Sep 07, 2021	BUY	$45.97 - $50.55 $3,999 - $4,397	87 Added 18.43%	559 $26,000
Q1 2017 Sep 07, 2021	SELL	N/A	-47 Reduced 9.06%	472 $21,000
Q3 2016 Sep 07, 2021	BUY	N/A	47 Added 9.96%	519 $21,000
Q1 2016 Sep 07, 2021	BUY	N/A	472	472 $20,000

Others Institutions Holding CMS

# of Institutions

826

Shares Held

304M

Call Options Held

799K

Put Options Held

183K

View Full List

About CMS ENERGY CORP

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $21.6B
Description
CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, ...

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Geneos Wealth Management Inc. Cms Energy Corp Transaction History