Geneos Wealth Management Inc.'s ownership history for SRE

Geneos Wealth Management Inc. currently holds 53.5K shares with a market value of $4.8M. It started holding SRE on 2024-12-31. At its peak, it held 54.6K shares on 2025-03-31. Its highest holding value was $4.8M on 2025-09-30. At its lowest, it held 29.9K shares on 2024-12-31, with a value of $2.6M on 2024-12-31. In the recent 180 days, Geneos Wealth Management Inc. has decreased its shares by 1.1K.