Geneos Wealth Management’s CrossAmerica Partners CAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $26.9K | Hold |
1,200
| – | – | ﹤0.01% | 1700 |
|
|
2026
Q1 | $24.9K | Hold |
1,200
| – | – | ﹤0.01% | 1692 |
|
|
2025
Q4 | $24.7K | Hold |
1,200
| – | – | ﹤0.01% | 1660 |
|
|
2025
Q3 | $25.2K | Hold |
1,200
| – | – | ﹤0.01% | 1636 |
|
|
2025
Q2 | $25.1K | Hold |
1,200
| – | – | ﹤0.01% | 1920 |
|
|
2025
Q1 | $29.5K | Hold |
1,200
| – | – | ﹤0.01% | 1745 |
|
|
2024
Q4 | $26.4K | Hold |
1,200
| – | – | ﹤0.01% | 1593 |
|
|
2024
Q3 | $24.9K | Buy |
+1,200
| New | +$24K | ﹤0.01% | 1480 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$4K | – | 2034 |
|
|
2022
Q3 | $4K | Buy |
+250
| New | +$5.16K | ﹤0.01% | 1721 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$2K | – | 2780 |
|
|
2021
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 2565 |
|
|
2021
Q3 | $2K | Hold |
150
| – | – | ﹤0.01% | 2633 |
|
|
2021
Q2 | $2K | Hold |
150
| – | – | ﹤0.01% | 2641 |
|
|
2021
Q1 | $3K | Sell |
150
-1,850
| -93% | -$33.7K | ﹤0.01% | 2780 |
|
|
2020
Q4 | $38K | Buy |
2,000
+1,000
| +100% | +$16.1K | ﹤0.01% | 1580 |
|
|
2020
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 1778 |
|
|
2020
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 1792 |
|
|
2020
Q1 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 1845 |
|
|
2019
Q4 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q3 | $17K | Hold |
1,000
| – | – | ﹤0.01% | 1672 |
|
|
2019
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1734 |
|
|
2019
Q1 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 1651 |
|
|
2018
Q3 | $18K | Hold |
1,000
| – | – | ﹤0.01% | 1615 |
|
|
2018
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 1533 |
|
|
2018
Q1 | $20K | Hold |
1,000
| – | – | ﹤0.01% | 1386 |
|
|
2017
Q4 | $23K | Hold |
1,000
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q3 | $27K | Hold |
1,000
| – | – | ﹤0.01% | 1202 |
|
|
2017
Q2 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1184 |
|
|
2017
Q1 | $26K | Hold |
1,000
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q4 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q3 | $25K | Hold |
1,000
| – | – | ﹤0.01% | 1044 |
|
|
2016
Q2 | $24K | Hold |
1,000
| – | – | ﹤0.01% | 1050 |
|
|
2016
Q1 | $23K | Buy |
+1,000
| New | +$22K | ﹤0.01% | 1039 |
|
Other funds holding CAPL
Geneos Wealth Management's CAPL Position: Q2 2026 in Review
Geneos Wealth Management held its CrossAmerica Partners (CAPL) position steady in Q2 2026 at 1,200 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.
Geneos Wealth Management first reported a position in CAPL in Q1 2016 and has held it in 33 quarters since. The position peaked at $38K in Q4 2020. 59 funds tracked by Wall St. Rank hold CAPL as of Q2 2026.
- Geneos Wealth Management held 1,200 shares of CrossAmerica Partners worth $26.9K as of Q2 2026.
- Geneos Wealth Management left its CrossAmerica Partners share count unchanged in Q2 2026.
- CrossAmerica Partners made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1700 holding.
- Geneos Wealth Management first reported a position in CrossAmerica Partners in Q1 2016 and has held it in 33 quarters since.
- Geneos Wealth Management's CrossAmerica Partners position peaked at $38K in Q4 2020.
- 59 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.