A detailed history of Geneos Wealth Management Inc. transactions in Stem, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 500 shares of STEM stock, worth $555. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 770 35.06%
Holding current value
$555
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$1.78 - $3.74 $480 - $1,009
-270 Reduced 35.06%
500 $1,000
Q2 2023

Aug 08, 2023

BUY
$3.8 - $6.54 $456 - $784
120 Added 18.46%
770 $4,000
Q1 2023

Apr 25, 2023

SELL
$5.5 - $10.75 $110 - $215
-20 Reduced 2.99%
650 $3,000
Q3 2022

Nov 14, 2022

SELL
$7.15 - $17.42 $2,288 - $5,574
-320 Reduced 32.32%
670 $8,000
Q2 2022

Jul 22, 2022

BUY
$6.27 - $12.15 $4,389 - $8,505
700 Added 241.38%
990 $7,000
Q1 2022

May 16, 2022

BUY
$7.49 - $19.24 $2,172 - $5,579
290 New
290 $3,000

Others Institutions Holding STEM

About STEM, INC.


  • Ticker STEM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Infrastructure
  • Shares Outstandng 154,228,000
  • Market Cap $171M
  • Description
  • Stem, Inc. operates as a digitally connected and intelligent energy storage network provider in the United States and internationally. It offers energy storage systems sourced from original equipment manufacturers (OEMs). The company also provides Athena, an artificial intelligence platform, which offers battery hardware and software-enabled ser...
More about STEM
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