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Geneos Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Geneos Wealth Management’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,611
Closed -$21.5K – 2478
2025
Q2 		$21.5K Buy
1,611
+1,335
+484% +$18.2K ﹤0.01% 1992
2025
Q1 		$27.6K Sell
276
-31
-10% -$644 ﹤0.01% 1786
2024
Q4 		$6.81K Buy
+307
New +$6.62K ﹤0.01% 2207

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Geneos Wealth Management's AESI Position: Q3 2025 in Review

Geneos Wealth Management sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 1,611 shares — an estimated $21.5K sold.

Geneos Wealth Management first reported a position in AESI in Q4 2024 and held it in 3 quarters. The position peaked at $27.6K in Q1 2025. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Geneos Wealth Management reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,611 Atlas Energy Solutions shares in Q3 2025, an estimated $21.5K.
  • Geneos Wealth Management first reported a position in Atlas Energy Solutions in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Atlas Energy Solutions position peaked at $27.6K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.