Geneos Wealth Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $86.3K | Hold |
467
| – | – | ﹤0.01% | 1222 |
|
|
2025
Q4 | $78.3K | Buy |
467
+9
| +2% | +$1.56K | ﹤0.01% | 1234 |
|
|
2025
Q3 | $78.3K | Sell |
458
-121
| -21% | -$19.5K | ﹤0.01% | 1209 |
|
|
2025
Q2 | $89.3K | Sell |
579
-653
| -53% | -$101K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $191K | Buy |
1,232
+716
| +139% | +$104K | ﹤0.01% | 1252 |
|
|
2024
Q4 | $71.9K | Sell |
516
-3
| -0.6% | -$427 | ﹤0.01% | 1180 |
|
|
2024
Q3 | $72K | Sell |
519
-225
| -30% | -$28.9K | ﹤0.01% | 1065 |
|
|
2024
Q2 | $86.8K | Sell |
744
-13
| -2% | -$1.51K | ﹤0.01% | 903 |
|
|
2024
Q1 | $90K | Buy |
757
+13
| +2% | +$1.49K | ﹤0.01% | 882 |
|
|
2023
Q4 | $86.3K | Hold |
744
| – | – | ﹤0.01% | 880 |
|
|
2023
Q3 | $78.8K | Hold |
744
| – | – | ﹤0.01% | 939 |
|
|
2023
Q2 | $86.6K | Hold |
744
| – | – | ﹤0.01% | 913 |
|
|
2023
Q1 | $83.6K | Buy |
744
+200
| +37% | +$22.7K | 0.01% | 901 |
|
|
2022
Q4 | $61K | Sell |
544
-200
| -27% | -$22K | ﹤0.01% | 980 |
|
|
2022
Q3 | $75K | Sell |
744
-1,000
| -57% | -$115K | 0.01% | 886 |
|
|
2022
Q2 | $200K | Hold |
1,744
| – | – | 0.01% | 746 |
|
|
2022
Q1 | $208K | Sell |
1,744
-25
| -1% | -$2.73K | 0.01% | 789 |
|
|
2021
Q4 | $185K | Buy |
1,769
+25
| +1% | +$2.37K | 0.01% | 901 |
|
|
2021
Q3 | $154K | Hold |
1,744
| – | – | 0.01% | 971 |
|
|
2021
Q2 | $169K | Hold |
1,744
| – | – | 0.01% | 923 |
|
|
2021
Q1 | $180K | Hold |
1,744
| – | – | 0.01% | 1011 |
|
|
2020
Q4 | $169K | Hold |
1,744
| – | – | 0.01% | 898 |
|
|
2020
Q3 | $166K | Sell |
1,744
-142
| -8% | -$14.2K | 0.01% | 745 |
|
|
2020
Q2 | $183K | Hold |
1,886
| – | – | 0.01% | 695 |
|
|
2020
Q1 | $183K | Buy |
1,886
+1,300
| +222% | +$143K | 0.01% | 640 |
|
|
2019
Q4 | $64K | Hold |
586
| – | – | ﹤0.01% | 1136 |
|
|
2019
Q3 | $66K | Hold |
586
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q2 | $61K | Hold |
586
| – | – | ﹤0.01% | 1094 |
|
|
2019
Q1 | $60K | Sell |
586
-358
| -38% | -$34.9K | ﹤0.01% | 1057 |
|
|
2018
Q4 | $86K | Hold |
944
| – | – | 0.01% | 885 |
|
|
2018
Q3 | $88K | Buy |
944
+244
| +35% | +$22.5K | 0.01% | 930 |
|
|
2018
Q2 | $63K | Sell |
700
-50
| -7% | -$4.33K | ﹤0.01% | 944 |
|
|
2018
Q1 | $63K | Sell |
750
-244
| -25% | -$19.9K | 0.01% | 910 |
|
|
2017
Q4 | $85K | Hold |
994
| – | – | 0.01% | 798 |
|
|
2017
Q3 | $83K | Sell |
994
-77
| -7% | -$6.64K | 0.01% | 759 |
|
|
2017
Q2 | $88K | Buy |
1,071
+77
| +8% | +$6.32K | 0.01% | 725 |
|
|
2017
Q1 | $78K | Sell |
994
-18
| -2% | -$1.38K | 0.01% | 731 |
|
|
2016
Q4 | $75K | Sell |
1,012
-52
| -5% | -$3.76K | 0.01% | 691 |
|
|
2016
Q3 | $79K | Buy |
1,064
+18
| +2% | +$1.39K | 0.01% | 654 |
|
|
2016
Q2 | $84K | Sell |
1,046
-203
| -16% | -$15.1K | 0.01% | 636 |
|
|
2016
Q1 | $93K | Buy |
+1,249
| New | +$85.7K | 0.01% | 607 |
|
Other funds holding ATO
VCM
VPM
Geneos Wealth Management's ATO Position: Q1 2026 in Review
Geneos Wealth Management held its Atmos Energy (ATO) position steady in Q1 2026 at 467 shares worth $86.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.
Geneos Wealth Management first reported a position in ATO in Q1 2016 and has held it in 41 quarters since. The position peaked at $208K in Q1 2022. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Geneos Wealth Management held 467 shares of Atmos Energy worth $86.3K as of Q1 2026.
- Geneos Wealth Management left its Atmos Energy share count unchanged in Q1 2026.
- Atmos Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1222 holding.
- Geneos Wealth Management first reported a position in Atmos Energy in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Atmos Energy position peaked at $208K in Q1 2022.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.