GWM
ALE

Geneos Wealth Management’s Allete ALE Stock Holding History

Geneos Wealth Management’s Portfolio ALE Stock Details ALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-363
Closed -$24.1K – 2464
2025
Q3 		$24.1K Sell
363
-3
-0.8% -$195 ﹤0.01% 1657
2025
Q2 		$23.4K Sell
366
-499
-58% -$32.4K ﹤0.01% 1959
2025
Q1 		$56.8K Buy
865
+499
+136% +$32.7K ﹤0.01% 1850
2024
Q4 		$23.7K Buy
366
+3
+0.8% +$194 ﹤0.01% 1648
2024
Q3 		$23.3K Hold
363
– – ﹤0.01% 1508
2024
Q2 		$22.6K Hold
363
– – ﹤0.01% 1304
2024
Q1 		$21.6K Hold
363
– – ﹤0.01% 1335
2023
Q4 		$22.2K Hold
363
– – ﹤0.01% 1315
2023
Q3 		$19.2K Hold
363
– – ﹤0.01% 1382
2023
Q2 		$21K Hold
363
– – ﹤0.01% 1360
2023
Q1 		$23.4K Hold
363
– – ﹤0.01% 1295
2022
Q4 		$23.4K Hold
363
– – ﹤0.01% 1285
2022
Q3 		$18K Sell
363
-1,020
-74% -$60.7K ﹤0.01% 1349
2022
Q2 		$83K Sell
1,383
-70
-5% -$4.28K ﹤0.01% 1081
2022
Q1 		$97K Buy
1,453
+1
+0.1% +$64 ﹤0.01% 1105
2021
Q4 		$96K Buy
1,452
+100
+7% +$6.26K ﹤0.01% 1185
2021
Q3 		$80K Hold
1,352
– – ﹤0.01% 1260
2021
Q2 		$94K Sell
1,352
-314
-19% -$21.9K ﹤0.01% 1185
2021
Q1 		$117K Sell
1,666
-136
-8% -$8.91K ﹤0.01% 1223
2020
Q4 		$121K Buy
1,802
+301
+20% +$17.1K ﹤0.01% 1048
2020
Q3 		$77K Sell
1,501
-46
-3% -$2.56K ﹤0.01% 1057
2020
Q2 		$81K Buy
1,547
+1
+0.1% +$57 ﹤0.01% 1012
2020
Q1 		$95K Buy
1,546
+1
+0.1% +$76 0.01% 852
2019
Q4 		$124K Buy
1,545
+1
+0.1% +$83 0.01% 869
2019
Q3 		$135K Sell
1,544
-344
-18% -$29.6K 0.01% 785
2019
Q2 		$157K Buy
1,888
+1
+0.1% +$82 0.01% 746
2019
Q1 		$155K Sell
1,887
-300
-14% -$23.6K 0.01% 727
2018
Q4 		$165K Sell
2,187
-299
-12% -$23.1K 0.01% 658
2018
Q3 		$186K Hold
2,486
– – 0.01% 666
2018
Q2 		$192K Buy
2,486
+1
+0% +$75 0.02% 578
2018
Q1 		$179K Buy
2,485
+1
+0% +$71 0.02% 568
2017
Q4 		$184K Hold
2,484
– – 0.02% 564
2017
Q3 		$192K Buy
2,484
+1
+0% +$75 0.02% 518
2017
Q2 		$178K Hold
2,483
– – 0.02% 525
2017
Q1 		$168K Sell
2,483
-37
-1% -$2.42K 0.02% 524
2016
Q4 		$161K Sell
2,520
-44
-2% -$2.69K 0.02% 506
2016
Q3 		$152K Buy
2,564
+39
+2% +$2.41K 0.02% 507
2016
Q2 		$163K Sell
2,525
-934
-27% -$53.9K 0.02% 484
2016
Q1 		$193K Buy
+3,459
New +$184K 0.03% 438

Other funds holding ALE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Geneos Wealth Management's ALE Position: Q4 2025 in Review

Geneos Wealth Management sold out of Allete (ALE) in Q4 2025, closing a stake of 363 shares — an estimated $24.1K sold.

Geneos Wealth Management first reported a position in ALE in Q1 2016 and held it in 39 quarters. The position peaked at $193K in Q1 2016. 1 fund tracked by Wall St. Rank holds ALE as of Q4 2025.

  • Geneos Wealth Management reported no remaining Allete position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 363 Allete shares in Q4 2025, an estimated $24.1K.
  • Geneos Wealth Management first reported a position in Allete in Q1 2016 and held it in 39 quarters.
  • Geneos Wealth Management's Allete position peaked at $193K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held Allete as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.