Geneos Wealth Management Inc. Wec Energy Group, Inc. Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 17,213 shares of WEC stock, worth $2.01 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,213
Previous 11,996 43.49%
Holding current value
$2.01 Million
Previous $1.31 Million 37.18%
% of portfolio
0.05%
Previous 0.05%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$102.24 - $109.76 $533,386 - $572,617
5,217 Added 43.49%
17,213 $1.79 Million
Q1 2025

May 21, 2025
SELL
$92.12 - $108.98 $222,469 - $263,186
-2,415 Reduced 16.76%
11,996 $1.31 Million
Q1 2025

May 07, 2025
BUY
$92.12 - $108.98 $217,126 - $256,865
2,357 Added 19.55%
14,411 $1.57 Million
Q4 2024

Jan 21, 2025
BUY
$92.94 - $101.82 $16,729 - $18,327
180 Added 1.52%
12,054 $1.13 Million
Q3 2024

Nov 14, 2024
BUY
$77.68 - $96.19 $166,934 - $206,712
2,149 Added 22.1%
11,874 $1.14 Million
Q2 2024

Jul 23, 2024
BUY
$77.8 - $85.58 $197,767 - $217,544
2,542 Added 35.39%
9,725 $763,000
Q1 2024

May 03, 2024
BUY
$76.46 - $86.61 $35,706 - $40,446
467 Added 6.95%
7,183 $589,000
Q4 2023

Jan 26, 2024
SELL
$77.03 - $87.0 $53,381 - $60,291
-693 Reduced 9.35%
6,716 $565,000
Q3 2023

Oct 11, 2023
BUY
$79.88 - $92.54 $5,272 - $6,107
66 Added 0.9%
7,409 $596,000
Q2 2023

Aug 08, 2023
BUY
$86.19 - $98.64 $50,248 - $57,507
583 Added 8.62%
7,343 $647,000
Q1 2023

Apr 25, 2023
BUY
$86.57 - $98.21 $15,842 - $17,972
183 Added 2.78%
6,760 $640,000
Q4 2022

Jan 30, 2023
BUY
$84.3 - $99.14 $53,361 - $62,755
633 Added 10.65%
6,577 $616,000
Q3 2022

Nov 14, 2022
SELL
$89.43 - $107.65 $549,726 - $661,724
-6,147 Reduced 50.84%
5,944 $531,000
Q2 2022

Jul 22, 2022
BUY
$90.37 - $108.28 $182,999 - $219,267
2,025 Added 20.12%
12,091 $1.22 Million
Q1 2022

May 16, 2022
BUY
$88.34 - $100.29 $40,371 - $45,832
457 Added 4.76%
10,066 $1 Million
Q4 2021

Feb 09, 2022
SELL
$86.93 - $98.36 $164,732 - $186,392
-1,895 Reduced 16.47%
9,609 $932,000
Q3 2021

Nov 09, 2021
BUY
$87.77 - $97.59 $12,112 - $13,467
138 Added 1.21%
11,504 $1.01 Million
Q2 2021

Jul 08, 2021
SELL
$88.95 - $99.26 $212,145 - $236,735
-2,385 Reduced 17.34%
11,366 $1.02 Million
Q1 2021

Jun 17, 2021
SELL
$80.64 - $94.79 $230,791 - $271,288
-2,862 Reduced 17.23%
13,751 $1.34 Million
Q4 2020

May 19, 2021
SELL
$88.68 - $104.85 $61,189 - $72,346
-690 Reduced 3.99%
16,613 $1.55 Million
Q3 2020

Sep 07, 2021
SELL
$87.46 - $99.15 $74,253 - $84,178
-849 Reduced 4.68%
17,303 $1.67 Million
Q2 2020

Sep 07, 2021
BUY
$83.52 - $100.34 $751 - $903
9 Added 0.05%
18,152 $1.55 Million
Q1 2020

Sep 07, 2021
SELL
$70.89 - $104.72 $355,442 - $525,066
-5,014 Reduced 21.65%
18,143 $1.62 Million
Q4 2019

Sep 07, 2021
SELL
$87.14 - $96.08 $39,474 - $43,524
-453 Reduced 1.92%
23,157 $2.14 Million
Q3 2019

Sep 07, 2021
SELL
$83.13 - $97.73 $30,591 - $35,964
-368 Reduced 1.53%
23,610 $2.24 Million
Q2 2019

Sep 07, 2021
SELL
$76.29 - $85.42 $85,673 - $95,926
-1,123 Reduced 4.47%
23,978 $2 Million
Q1 2019

Sep 07, 2021
SELL
$67.58 - $79.9 $48,454 - $57,288
-717 Reduced 2.78%
25,101 $1.98 Million
Q4 2018

Sep 07, 2021
SELL
$66.65 - $74.96 $2,399 - $2,698
-36 Reduced 0.14%
25,818 $1.78 Million
Q3 2018

Sep 07, 2021
SELL
$64.03 - $69.29 $28,365 - $30,695
-443 Reduced 1.68%
25,854 $1.73 Million
Q2 2018

Sep 07, 2021
SELL
$58.6 - $64.67 $23,557 - $25,997
-402 Reduced 1.51%
26,297 $1.7 Million
Q1 2018

Sep 07, 2021
BUY
$59.47 - $65.77 $67,498 - $74,648
1,135 Added 4.44%
26,699 $1.67 Million
Q4 2017

Sep 07, 2021
BUY
$63.32 - $69.53 $390,494 - $428,791
6,167 Added 31.79%
25,564 $1.7 Million
Q3 2017

Sep 07, 2021
BUY
$62.78 - $67.04 $6,340 - $6,771
101 Added 0.52%
19,397 $1.22 Million
Q2 2017

Sep 07, 2021
BUY
N/A
113 Added 0.59%
19,296 $1.18 Million
Q1 2017

Sep 07, 2021
BUY
N/A
133 Added 0.7%
19,183 $1.16 Million
Q4 2016

Sep 07, 2021
BUY
N/A
1,005 Added 5.57%
19,050 $1.12 Million
Q3 2016

Sep 07, 2021
BUY
N/A
468 Added 2.66%
18,045 $1.08 Million
Q2 2016

Sep 07, 2021
BUY
N/A
1 Added 0.01%
17,577 $1.14 Million
Q1 2016

Sep 07, 2021
BUY
N/A
17,576
17,576 $1.05 Million

Others Institutions Holding WEC

# of Institutions
1,416
Shares Held
271M
Call Options Held
843K
Put Options Held
904K
View Full List

About WEC ENERGY GROUP, INC.

WEC Quotes by TradingView
  • Ticker WEC
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 315,435,008
  • Market Cap $36.7B
  • Description
  • WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. The company operates through six segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure, and Corporate and Other. It genera...
More about WEC
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