Geneos Wealth Management’s Antero Midstream AM Stock Holding History

Geneos Wealth Management’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,778	Closed	-$52.6K	–	2498
2025 Q2	$52.6K	Buy	2,778 +2,224	+401%	+$39.7K	﹤0.01%	1542
2025 Q1	$22.7K	Buy	554 +401	+262%	+$6.64K	﹤0.01%	2273
2024 Q4	$2.31K	Sell	153 -17	-10%	-$259	﹤0.01%	2557
2024 Q3	$2.56K	Buy	+170	New	+$2.48K	﹤0.01%	2239
2022 Q3	–	Sell	-10,001	Closed	-$92K	–	2017
2022 Q2	$92K	Hold	10,001	–	–	﹤0.01%	1035
2022 Q1	$108K	Buy	10,001 +1,764	+21%	+$17.9K	﹤0.01%	1058
2021 Q4	$79K	Buy	8,237 +2,100	+34%	+$21.8K	﹤0.01%	1262
2021 Q3	$65K	Hold	6,137	–	–	﹤0.01%	1361
2021 Q2	$64K	Buy	6,137 +5,197	+553%	+$49.6K	﹤0.01%	1362
2021 Q1	$8K	Hold	940	–	–	﹤0.01%	2453
2020 Q4	$8K	Buy	+940	New	+$6.38K	﹤0.01%	2289
2020 Q2	–	Sell	-53,243	Closed	-$118K	–	2562
2020 Q1	$118K	Sell	53,243 -38,702	-42%	-$185K	0.01%	781
2019 Q4	$679K	Buy	91,945 +90,945	+9,095%	+$575K	0.04%	381
2019 Q3	$7K	Buy	+1,000	New	+$8.63K	﹤0.01%	1991

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 2,778 shares — an estimated $52.6K sold.

Geneos Wealth Management first reported a position in AM in Q3 2019 and held it in 14 quarters. The position peaked at $679K in Q4 2019. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

Geneos Wealth Management reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 2,778 Antero Midstream shares in Q3 2025, an estimated $52.6K.
Geneos Wealth Management first reported a position in Antero Midstream in Q3 2019 and held it in 14 quarters.
Geneos Wealth Management's Antero Midstream position peaked at $679K in Q4 2019.
464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

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