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Geneos Wealth Management’s Baytex Energy BTE Stock Holding History

Geneos Wealth Management’s Portfolio BTE Stock Details BTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.6K Hold
13,399
– – ﹤0.01% 1435
2026
Q1 		$59.9K Hold
13,399
– – ﹤0.01% 1351
2025
Q4 		$43.3K Hold
13,399
– – ﹤0.01% 1451
2025
Q3 		$31.4K Hold
13,399
– – ﹤0.01% 1551
2025
Q2 		$24K Buy
+13,399
New +$23.4K ﹤0.01% 1943

Other funds holding BTE

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
JCA
Juniper Capital Advisors Houston, Texas $218M AUM 120.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
NP
Ninepoint Partners Toronto, Ontario, Canada $1.31B AUM 46.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WCCM
Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

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

Geneos Wealth Management held its Baytex Energy (BTE) position steady in Q2 2026 at 13,399 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Geneos Wealth Management first reported a position in BTE in Q2 2025 and has held it in 5 quarters since. The position peaked at $59.9K in Q1 2026. 186 funds tracked by Wall St. Rank hold BTE as of Q2 2026.

  • Geneos Wealth Management held 13,399 shares of Baytex Energy worth $53.6K as of Q2 2026.
  • Geneos Wealth Management left its Baytex Energy share count unchanged in Q2 2026.
  • Baytex Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1435 holding.
  • Geneos Wealth Management first reported a position in Baytex Energy in Q2 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Baytex Energy position peaked at $59.9K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Baytex Energy as of Q2 2026.

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