Geneos Wealth Management’s Alliance Resource Partners ARLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.71K	Sell	280 -400	-59%	-$10.2K	﹤0.01%	2107
2026 Q1	$18.8K	Hold	680	–	–	﹤0.01%	1794
2025 Q4	$15.8K	Hold	680	–	–	﹤0.01%	1817
2025 Q3	$17.2K	Hold	680	–	–	﹤0.01%	1781
2025 Q2	$17.8K	Hold	680	–	–	﹤0.01%	2084
2025 Q1	$18.6K	Hold	680	–	–	﹤0.01%	1983
2024 Q4	$17.9K	Sell	680 -5	-0.7%	-$131	﹤0.01%	1778
2024 Q3	$17.1K	Sell	685 -600	-47%	-$14.5K	﹤0.01%	1615
2024 Q2	$31.4K	Hold	1,285	–	–	﹤0.01%	1220
2024 Q1	$25.8K	Buy	1,285 +5	+0.4%	+$102	﹤0.01%	1281
2023 Q4	$27.1K	Hold	1,280	–	–	﹤0.01%	1259
2023 Q3	$28.8K	Hold	1,280	–	–	﹤0.01%	1254
2023 Q2	$23.7K	Hold	1,280	–	–	﹤0.01%	1318
2023 Q1	$25.8K	Buy	1,280 +400	+45%	+$8.19K	﹤0.01%	1269
2022 Q4	$17.9K	Buy	880 +600	+214%	+$13.6K	﹤0.01%	1362
2022 Q3	$6K	Buy	+280	New	+$6.41K	﹤0.01%	1638
2020 Q3	–	Sell	-408	Closed	-$1K	–	2628
2020 Q2	$1K	Hold	408	–	–	﹤0.01%	2418
2020 Q1	$1K	Hold	408	–	–	﹤0.01%	2333
2019 Q4	$4K	Sell	408 -100	-20%	-$1.2K	﹤0.01%	2216
2019 Q3	$8K	Hold	508	–	–	﹤0.01%	1950
2019 Q2	$8K	Hold	508	–	–	﹤0.01%	1961
2019 Q1	$10K	Buy	508 +100	+25%	+$1.93K	﹤0.01%	1828
2018 Q4	$7K	Hold	408	–	–	﹤0.01%	1863
2018 Q3	$8K	Sell	408 -150	-27%	-$2.94K	﹤0.01%	1903
2018 Q2	$10K	Hold	558	–	–	﹤0.01%	1708
2018 Q1	$9K	Sell	558 -700	-56%	-$13.3K	﹤0.01%	1672
2017 Q4	$24K	Sell	1,258 -520	-29%	-$9.95K	﹤0.01%	1307
2017 Q3	$34K	Sell	1,778 -200	-10%	-$3.82K	﹤0.01%	1115
2017 Q2	$37K	Hold	1,978	–	–	﹤0.01%	1043
2017 Q1	$42K	Buy	1,978 +558	+39%	+$12.7K	﹤0.01%	947
2016 Q4	$31K	Buy	1,420 +900	+173%	+$21.1K	﹤0.01%	1006
2016 Q3	$11K	Hold	520	–	–	﹤0.01%	1322
2016 Q2	$8K	Sell	520 -9,398	-95%	-$137K	﹤0.01%	1386
2016 Q1	$110K	Buy	+9,918	New	+$121K	0.02%	555

Other funds holding ARLP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return

ACGA

Atlanta Consulting Group Advisors Atlanta, Georgia $631M AUM 22.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Geneos Wealth Management's ARLP Position: Q2 2026 in Review

Geneos Wealth Management reduced its Alliance Resource Partners (ARLP) stake by 59% in Q2 2026, selling an estimated $10.2K and leaving 280 shares worth $6.71K. The position accounts for ﹤0.01% of the portfolio, ranked #2107.

Geneos Wealth Management first reported a position in ARLP in Q1 2016 and has held it in 34 quarters since. The position peaked at $110K in Q1 2016. 171 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Geneos Wealth Management held 280 shares of Alliance Resource Partners worth $6.71K as of Q2 2026.
Geneos Wealth Management sold 400 Alliance Resource Partners shares in Q2 2026, an estimated $10.2K.
Alliance Resource Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2107 holding.
Geneos Wealth Management first reported a position in Alliance Resource Partners in Q1 2016 and has held it in 34 quarters since.
Geneos Wealth Management's Alliance Resource Partners position peaked at $110K in Q1 2016.
171 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.