A detailed history of Geneos Wealth Management Inc. transactions in Exelon Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,029 shares of EXC stock, worth $155,962. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,029
Previous 3,733 7.93%
Holding current value
$155,962
Previous $129,000 26.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$34.24 - $40.55 $10,135 - $12,002
296 Added 7.93%
4,029 $163,000
Q2 2024

Jul 23, 2024

SELL
$34.61 - $38.73 $16,024 - $17,931
-463 Reduced 11.03%
3,733 $129,000
Q1 2024

May 03, 2024

SELL
$33.62 - $37.57 $6,925 - $7,739
-206 Reduced 4.68%
4,196 $157,000
Q4 2023

Jan 26, 2024

SELL
$34.45 - $41.0 $18,671 - $22,222
-542 Reduced 10.96%
4,402 $158,000
Q3 2023

Oct 11, 2023

BUY
$37.79 - $43.2 $5,592 - $6,393
148 Added 3.09%
4,944 $186,000
Q2 2023

Aug 08, 2023

BUY
$39.26 - $43.61 $21,239 - $23,593
541 Added 12.71%
4,796 $195,000
Q1 2023

Apr 25, 2023

SELL
$39.2 - $44.15 $23,324 - $26,269
-595 Reduced 12.27%
4,255 $178,000
Q4 2022

Jan 30, 2023

SELL
$35.54 - $43.23 $3,411 - $4,150
-96 Reduced 1.94%
4,850 $209,000
Q3 2022

Nov 14, 2022

SELL
$37.46 - $46.7 $504,698 - $629,189
-13,473 Reduced 73.15%
4,946 $185,000
Q2 2022

Jul 22, 2022

BUY
$40.91 - $50.25 $164,090 - $201,552
4,011 Added 27.84%
18,419 $834,000
Q1 2022

May 16, 2022

BUY
$39.56 - $47.63 $14,755 - $17,765
373 Added 2.66%
14,408 $686,000
Q4 2021

Feb 09, 2022

SELL
$33.93 - $41.2 $24,836 - $30,158
-732 Reduced 4.96%
14,035 $810,000
Q3 2021

Nov 09, 2021

SELL
$31.95 - $36.27 $1,917 - $2,176
-60 Reduced 0.4%
14,767 $705,000
Q2 2021

Jul 08, 2021

SELL
$30.75 - $33.6 $11,193 - $12,230
-364 Reduced 2.4%
14,827 $669,000
Q1 2021

Jun 17, 2021

BUY
$27.53 - $31.21 $275 - $312
10 Added 0.07%
15,191 $682,000
Q4 2020

May 19, 2021

BUY
$25.56 - $31.27 $22,518 - $27,548
881 Added 6.16%
15,181 $642,000
Q3 2020

Sep 07, 2021

BUY
$24.59 - $28.1 $8,016 - $9,160
326 Added 2.33%
14,300 $507,000
Q2 2020

Sep 07, 2021

BUY
$23.36 - $29.86 $14,903 - $19,050
638 Added 4.78%
13,974 $485,000
Q1 2020

Sep 07, 2021

SELL
$21.38 - $35.93 $10,155 - $17,066
-475 Reduced 3.44%
13,336 $473,000
Q4 2019

Sep 07, 2021

SELL
$31.26 - $34.56 $12,972 - $14,342
-415 Reduced 2.92%
13,811 $627,000
Q3 2019

Sep 07, 2021

BUY
$31.67 - $35.34 $538 - $600
17 Added 0.12%
14,226 $691,000
Q2 2019

Sep 07, 2021

BUY
$33.92 - $36.34 $9,260 - $9,920
273 Added 1.96%
14,209 $681,000
Q1 2019

Sep 07, 2021

BUY
$31.43 - $36.15 $5,500 - $6,326
175 Added 1.27%
13,936 $698,000
Q4 2018

Sep 07, 2021

SELL
$30.48 - $33.57 $7,193 - $7,922
-236 Reduced 1.69%
13,761 $615,000
Q3 2018

Sep 07, 2021

BUY
$29.68 - $31.83 $3,175 - $3,405
107 Added 0.77%
13,997 $611,000
Q2 2018

Sep 07, 2021

BUY
$26.93 - $30.39 $350 - $395
13 Added 0.09%
13,890 $591,000
Q1 2018

Sep 07, 2021

BUY
$25.66 - $28.24 $13,548 - $14,910
528 Added 3.96%
13,877 $541,000
Q4 2017

Sep 07, 2021

BUY
$26.99 - $30.24 $13,171 - $14,757
488 Added 3.79%
13,349 $526,000
Q3 2017

Sep 07, 2021

SELL
$26.33 - $27.5 $10,321 - $10,780
-392 Reduced 2.96%
12,861 $484,000
Q2 2017

Sep 07, 2021

SELL
N/A
-362 Reduced 2.66%
13,253 $478,000
Q1 2017

Sep 07, 2021

SELL
N/A
-152 Reduced 1.1%
13,615 $489,000
Q4 2016

Sep 07, 2021

BUY
N/A
895 Added 6.95%
13,767 $488,000
Q3 2016

Sep 07, 2021

BUY
N/A
21 Added 0.16%
12,872 $428,000
Q2 2016

Sep 07, 2021

SELL
N/A
-1 Reduced 0.01%
12,851 $467,000
Q1 2016

Sep 07, 2021

BUY
N/A
12,852
12,852 $458,000

Others Institutions Holding EXC

About EXELON CORP


  • Ticker EXC
  • Exchange NASDAQ
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 993,467,008
  • Market Cap $38.5B
  • Description
  • Exelon Corporation, a utility services holding company, engages in the energy generation, delivery, and marketing businesses in the United States and Canada. It owns nuclear, fossil, wind, hydroelectric, biomass, and solar generating facilities. The company also sells electricity to wholesale and retail customers; and sells natural gas, renewabl...
More about EXC
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