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Geneos Wealth Management’s Peabody Energy BTU Stock Holding History

Geneos Wealth Management’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.61M Buy
242,673
+18,728
+8% +$498K 0.11% 206
2026
Q1 		$7.38M Buy
223,945
+19,661
+10% +$687K 0.17% 144
2025
Q4 		$6.07M Buy
204,284
+14,025
+7% +$412K 0.15% 168
2025
Q3 		$5.05M Buy
190,259
+189,329
+20,358% +$3.37M 0.13% 199
2025
Q2 		$12.5K Buy
930
+865
+1,331% +$11.4K ﹤0.01% 2232
2025
Q1 		$881 Hold
65
– – ﹤0.01% 2960
2024
Q4 		$1.36K Hold
65
– – ﹤0.01% 2700
2024
Q3 		$1.73K Hold
65
– – ﹤0.01% 2329
2024
Q2 		$1.44K Buy
+65
New +$1.5K ﹤0.01% 1941
2022
Q4 		– Sell
-325
Closed -$8K – 2030
2022
Q3 		$8K Sell
325
-65
-17% -$1.46K ﹤0.01% 1563
2022
Q2 		$8K Hold
390
– – ﹤0.01% 2021
2022
Q1 		$9K Buy
+390
New +$6.61K ﹤0.01% 2114
2021
Q4 		– Sell
-65
Closed -$1K – 2774
2021
Q3 		$1K Buy
+65
New +$851 ﹤0.01% 2712
2020
Q1 		– Sell
-1,065
Closed -$10K – 2487
2019
Q4 		$10K Hold
1,065
– – ﹤0.01% 1953
2019
Q3 		$15K Hold
1,065
– – ﹤0.01% 1724
2019
Q2 		$25K Hold
1,065
– – ﹤0.01% 1517
2019
Q1 		$30K Hold
1,065
– – ﹤0.01% 1379
2018
Q4 		$32K Hold
1,065
– – ﹤0.01% 1297
2018
Q3 		$37K Hold
1,065
– – ﹤0.01% 1301
2018
Q2 		$48K Sell
1,065
-105
-9% -$4.3K ﹤0.01% 1065
2018
Q1 		$42K Hold
1,170
– – ﹤0.01% 1059
2017
Q4 		$46K Hold
1,170
– – ﹤0.01% 1032
2017
Q3 		$33K Buy
1,170
+632
+117% +$17.8K ﹤0.01% 1126
2017
Q2 		$13K Buy
+538
New +$13.3K ﹤0.01% 1422

Other funds holding BTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Geneos Wealth Management increased its Peabody Energy (BTU) stake by 8.4% in Q2 2026, buying an estimated $498K and bringing the position to 242,673 shares worth $5.61M. The position accounts for 0.11% of the portfolio, ranked #206.

Geneos Wealth Management first reported a position in BTU in Q2 2017 and has held it in 24 quarters since. The position peaked at $7.38M in Q1 2026. 325 funds tracked by Wall St. Rank hold BTU as of Q2 2026.

  • Geneos Wealth Management held 242,673 shares of Peabody Energy worth $5.61M as of Q2 2026.
  • Geneos Wealth Management bought 18,728 Peabody Energy shares in Q2 2026, an estimated $498K.
  • Peabody Energy made up 0.11% of Geneos Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Geneos Wealth Management first reported a position in Peabody Energy in Q2 2017 and has held it in 24 quarters since.
  • Geneos Wealth Management's Peabody Energy position peaked at $7.38M in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2026.

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