Geneos Wealth Management’s Crestwood Equity Partners LP CEQP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-109	Closed	-$2K	–	2690
2022 Q2	$2K	Hold	109	–	–	﹤0.01%	2449
2022 Q1	$3K	Hold	109	–	–	﹤0.01%	2509
2021 Q4	$3K	Hold	109	–	–	﹤0.01%	2552
2021 Q3	$3K	Hold	109	–	–	﹤0.01%	2616
2021 Q2	$3K	Hold	109	–	–	﹤0.01%	2620
2021 Q1	$3K	Hold	109	–	–	﹤0.01%	2845
2020 Q4	$2K	Hold	109	–	–	﹤0.01%	2743
2020 Q3	$1K	Sell	109 -54	-33%	-$729	﹤0.01%	2598
2020 Q2	$2K	Sell	163 -500	-75%	-$5.7K	﹤0.01%	2404
2020 Q1	$2K	Buy	663 +500	+307%	+$10.8K	﹤0.01%	2317
2019 Q4	$5K	Hold	163	–	–	﹤0.01%	2208
2019 Q3	$5K	Sell	163 -250	-61%	-$9.07K	﹤0.01%	2127
2019 Q2	$14K	Buy	413 +211	+104%	+$7.55K	﹤0.01%	1799
2019 Q1	$7K	Hold	202	–	–	﹤0.01%	1968
2018 Q4	$5K	Hold	202	–	–	﹤0.01%	2012
2018 Q3	$7K	Hold	202	–	–	﹤0.01%	1993
2018 Q2	$6K	Hold	202	–	–	﹤0.01%	1894
2018 Q1	$5K	Hold	202	–	–	﹤0.01%	1876
2017 Q4	$5K	Hold	202	–	–	﹤0.01%	1843
2017 Q3	$4K	Hold	202	–	–	﹤0.01%	1856
2017 Q2	$4K	Hold	202	–	–	﹤0.01%	1818
2017 Q1	$5K	Hold	202	–	–	﹤0.01%	1704
2016 Q4	$5K	Hold	202	–	–	﹤0.01%	1661
2016 Q3	$4K	Hold	202	–	–	﹤0.01%	1659
2016 Q2	$4K	Sell	202 -21	-9%	-$378	﹤0.01%	1594
2016 Q1	$2K	Buy	+223	New	+$2.56K	﹤0.01%	1699

Other funds holding CEQP

FRGX

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.02B AUM 30.38% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

Geneos Wealth Management's CEQP Position: Q3 2022 in Review

Geneos Wealth Management sold out of Crestwood Equity Partners LP (CEQP) in Q3 2022, closing a stake of 109 shares — an estimated $2K sold.

Geneos Wealth Management first reported a position in CEQP in Q1 2016 and held it in 26 quarters. The position peaked at $14K in Q2 2019. 164 funds tracked by Wall St. Rank hold CEQP as of Q3 2022.

Geneos Wealth Management reported no remaining Crestwood Equity Partners LP position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 109 Crestwood Equity Partners LP shares in Q3 2022, an estimated $2K.
Geneos Wealth Management first reported a position in Crestwood Equity Partners LP in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Crestwood Equity Partners LP position peaked at $14K in Q2 2019.
164 funds tracked by Wall St. Rank held Crestwood Equity Partners LP as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.