Geneos Wealth Management’s CrossAmerica Partners CAPL Stock Holding History

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

QPWM

Quadrant Private Wealth Management Center Valley, Pennsylvania $447M AUM 19.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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. 60 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.
60 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.