Gen-Wealth Partners’s Atmos Energy ATO Stock Holding History

Gen-Wealth Partners’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Sell	2,184 -200	-8%	-$35.8K	0.1%	165
2026 Q1	$440K	Buy	2,384 +41	+2%	+$7.25K	0.14%	144
2025 Q4	$393K	Sell	2,343 -924	-28%	-$160K	0.13%	172
2025 Q3	$558K	Sell	3,267 -220	-6%	-$35.5K	0.19%	123
2025 Q2	$537K	Sell	3,487 -321	-8%	-$49.9K	0.21%	121
2025 Q1	$589K	Sell	3,808 -351	-8%	-$51.2K	0.25%	109
2024 Q4	$579K	Sell	4,159 -189	-4%	-$26.9K	0.25%	103
2024 Q3	$607K	Sell	4,348 -89	-2%	-$11.4K	0.27%	92
2024 Q2	$518K	Buy	4,437 +422	+11%	+$49.2K	0.25%	96
2024 Q1	$477K	Buy	+4,015	New	+$461K	0.24%	106

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Gen-Wealth Partners's ATO Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Atmos Energy (ATO) stake by 8.4% in Q2 2026, selling an estimated $35.8K and leaving 2,184 shares worth $376K. The position accounts for 0.1% of the portfolio, ranked #165.

Gen-Wealth Partners first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $607K in Q3 2024. 600 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Gen-Wealth Partners held 2,184 shares of Atmos Energy worth $376K as of Q2 2026.
Gen-Wealth Partners sold 200 Atmos Energy shares in Q2 2026, an estimated $35.8K.
Atmos Energy made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #165 holding.
Gen-Wealth Partners first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Atmos Energy position peaked at $607K in Q3 2024.
600 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.