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Geneos Wealth Management’s American Electric Power AEP Stock Holding History

Geneos Wealth Management’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.92M Buy
22,299
+2,190
+11% +$274K 0.07% 298
2025
Q4 		$2.32M Buy
20,109
+1,121
+6% +$132K 0.06% 327
2025
Q3 		$2.14M Sell
18,988
-2,866
-13% -$314K 0.05% 332
2025
Q2 		$2.27M Sell
21,854
-13,773
-39% -$1.43M 0.06% 350
2025
Q1 		$3.89M Buy
35,627
+25,009
+236% +$2.53M 0.06% 336
2024
Q4 		$979K Sell
10,618
-147
-1% -$14.2K 0.03% 430
2024
Q3 		$1.1M Buy
10,765
+1,183
+12% +$115K 0.04% 385
2024
Q2 		$841K Sell
9,582
-397
-4% -$34.7K 0.04% 391
2024
Q1 		$859K Buy
9,979
+55
+0.6% +$4.47K 0.04% 375
2023
Q4 		$806K Sell
9,924
-887
-8% -$68.9K 0.04% 364
2023
Q3 		$813K Buy
10,811
+680
+7% +$55.3K 0.04% 353
2023
Q2 		$853K Sell
10,131
-179
-2% -$15.8K 0.04% 346
2023
Q1 		$938K Sell
10,310
-87
-0.8% -$7.96K 0.06% 302
2022
Q4 		$987K Sell
10,397
-381
-4% -$34.7K 0.06% 280
2022
Q3 		$931K Sell
10,778
-5,266
-33% -$521K 0.06% 266
2022
Q2 		$1.57M Sell
16,044
-591
-4% -$58.6K 0.08% 237
2022
Q1 		$1.66M Sell
16,635
-396
-2% -$36.2K 0.07% 255
2021
Q4 		$1.51M Sell
17,031
-137
-0.8% -$11.6K 0.06% 301
2021
Q3 		$1.4M Sell
17,168
-197
-1% -$17.2K 0.05% 308
2021
Q2 		$1.48M Sell
17,365
-960
-5% -$82.7K 0.06% 282
2021
Q1 		$1.63M Sell
18,325
-1,238
-6% -$99.8K 0.05% 320
2020
Q4 		$1.61M Sell
19,563
-338
-2% -$29.3K 0.06% 265
2020
Q3 		$1.6M Sell
19,901
-772
-4% -$63.6K 0.08% 227
2020
Q2 		$1.61M Buy
20,673
+390
+2% +$31.8K 0.09% 215
2020
Q1 		$1.69M Sell
20,283
-400
-2% -$37.8K 0.11% 185
2019
Q4 		$1.95M Buy
20,683
+248
+1% +$22.9K 0.1% 210
2019
Q3 		$1.92M Sell
20,435
-1,096
-5% -$99.5K 0.11% 185
2019
Q2 		$1.89M Buy
21,531
+1,160
+6% +$100K 0.12% 181
2019
Q1 		$1.71M Buy
20,371
+1,260
+7% +$100K 0.11% 191
2018
Q4 		$1.43M Sell
19,111
-3,069
-14% -$230K 0.11% 194
2018
Q3 		$1.57M Sell
22,180
-727
-3% -$51.7K 0.1% 207
2018
Q2 		$1.59M Sell
22,907
-1,002
-4% -$67.5K 0.12% 164
2018
Q1 		$1.64M Sell
23,909
-3,847
-14% -$259K 0.14% 146
2017
Q4 		$2.04M Buy
27,756
+147
+0.5% +$11K 0.18% 131
2017
Q3 		$1.94M Buy
27,609
+414
+2% +$29.5K 0.19% 129
2017
Q2 		$1.89M Sell
27,195
-320
-1% -$22.2K 0.19% 121
2017
Q1 		$1.85M Sell
27,515
-673
-2% -$43.6K 0.19% 117
2016
Q4 		$1.77M Sell
28,188
-1,442
-5% -$88.9K 0.23% 102
2016
Q3 		$1.9M Sell
29,630
-179
-0.6% -$12K 0.26% 97
2016
Q2 		$2.09M Buy
29,809
+258
+0.9% +$16.9K 0.3% 81
2016
Q1 		$1.98M Buy
+29,551
New +$1.83M 0.3% 80

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geneos Wealth Management's AEP Position: Q1 2026 in Review

Geneos Wealth Management increased its American Electric Power (AEP) stake by 11% in Q1 2026, buying an estimated $274K and bringing the position to 22,299 shares worth $2.92M. The position accounts for 0.07% of the portfolio, ranked #298.

Geneos Wealth Management first reported a position in AEP in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.89M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Geneos Wealth Management held 22,299 shares of American Electric Power worth $2.92M as of Q1 2026.
  • Geneos Wealth Management bought 2,190 American Electric Power shares in Q1 2026, an estimated $274K.
  • American Electric Power made up 0.07% of Geneos Wealth Management's portfolio in Q1 2026, its #298 holding.
  • Geneos Wealth Management first reported a position in American Electric Power in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's American Electric Power position peaked at $3.89M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.