A detailed history of Geneos Wealth Management Inc. transactions in Essential Utilities, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 1,907 shares of WTRG stock, worth $69,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,907
Previous 2,198 13.24%
Holding current value
$69,338
Previous $82,000 10.98%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

SELL
$36.74 - $41.49 $10,691 - $12,073
-291 Reduced 13.24%
1,907 $73,000
Q2 2024

Jul 23, 2024

BUY
$33.88 - $39.67 $11,248 - $13,170
332 Added 17.79%
2,198 $82,000
Q1 2023

Apr 25, 2023

SELL
$40.65 - $49.0 $2,032 - $2,450
-50 Reduced 2.61%
1,866 $81,000
Q4 2022

Jan 30, 2023

SELL
$39.73 - $48.74 $17,878 - $21,933
-450 Reduced 19.02%
1,916 $91,000
Q3 2022

Nov 14, 2022

SELL
$41.38 - $52.37 $137,836 - $174,444
-3,331 Reduced 58.47%
2,366 $97,000
Q2 2022

Jul 22, 2022

SELL
$41.42 - $52.59 $10,893 - $13,831
-263 Reduced 4.41%
5,697 $261,000
Q1 2022

May 16, 2022

SELL
$44.8 - $53.13 $7,436 - $8,819
-166 Reduced 2.71%
5,960 $304,000
Q4 2021

Feb 09, 2022

BUY
$46.24 - $53.69 $92 - $107
2 Added 0.03%
6,126 $328,000
Q3 2021

Nov 09, 2021

BUY
$46.08 - $51.15 $2,396 - $2,659
52 Added 0.86%
6,124 $283,000
Q2 2021

Jul 08, 2021

SELL
$44.72 - $49.09 $7,334 - $8,050
-164 Reduced 2.63%
6,072 $286,000
Q1 2021

Jun 17, 2021

BUY
$41.5 - $48.72 $5,602 - $6,577
135 Added 2.21%
6,236 $293,000
Q4 2020

May 19, 2021

BUY
$40.83 - $48.55 $5,471 - $6,505
134 Added 2.25%
6,101 $269,000
Q3 2020

Sep 07, 2021

BUY
$38.53 - $47.81 $77 - $95
2 Added 0.03%
5,967 $236,000
Q2 2020

Sep 07, 2021

SELL
$38.5 - $46.61 $15,323 - $18,550
-398 Reduced 6.25%
5,965 $245,000
Q1 2020

Sep 07, 2021

BUY
$32.65 - $54.07 $207,751 - $344,047
6,363 New
6,363 $257,000

Others Institutions Holding WTRG

About Essential Utilities, Inc.


  • Ticker WTRG
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Water
  • Shares Outstandng 262,291,008
  • Market Cap $9.54B
  • Description
  • Essential Utilities, Inc., through its subsidiaries, operates regulated utilities that provide water, wastewater, or natural gas services in the United States. It offers water services through operating and maintenance contract with municipal authorities and other parties. The company also provides non-utility raw water supply services for firms...
More about WTRG
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

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.