Geneos Wealth Management’s Chord Energy CHRD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-83	Closed	-$8.21K	–	2478
2025 Q3	$8.21K	Sell	83 -139	-63%	-$14.6K	﹤0.01%	2023
2025 Q2	$21.5K	Buy	222 +93	+72%	+$8.85K	﹤0.01%	1994
2025 Q1	$14.6K	Buy	129 +11	+9%	+$1.25K	﹤0.01%	2087
2024 Q4	$13.8K	Sell	118 -22	-16%	-$2.77K	﹤0.01%	1903
2024 Q3	$18.2K	Buy	140 +49	+54%	+$7.52K	﹤0.01%	1591
2024 Q2	$15.3K	Buy	+91	New	+$16.1K	﹤0.01%	1427
2023 Q3	–	Sell	-100	Closed	-$2.55K	–	2104
2023 Q2	$2.55K	Hold	100	–	–	﹤0.01%	1891
2023 Q1	$13.5K	Hold	100	–	–	﹤0.01%	1467
2022 Q4	$13.7K	Buy	+100	New	+$14.7K	﹤0.01%	1448
2022 Q3	–	Sell	-276	Closed	-$30K	–	2099
2022 Q2	$30K	Hold	276	–	–	﹤0.01%	1490
2022 Q1	$40K	Hold	276	–	–	﹤0.01%	1476
2021 Q4	$34K	Hold	276	–	–	﹤0.01%	1642
2021 Q3	$27K	Hold	276	–	–	﹤0.01%	1766
2021 Q2	$28K	Hold	276	–	–	﹤0.01%	1743
2021 Q1	$21K	Sell	276 -108	-28%	-$5.48K	﹤0.01%	2052
2020 Q4	$22K	Buy	+384	New	+$11.3K	﹤0.01%	1843

Other funds holding CHRD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's CHRD Position: Q4 2025 in Review

Geneos Wealth Management sold out of Chord Energy (CHRD) in Q4 2025, closing a stake of 83 shares — an estimated $8.21K sold.

Geneos Wealth Management first reported a position in CHRD in Q4 2020 and held it in 16 quarters. The position peaked at $40K in Q1 2022. 423 funds tracked by Wall St. Rank hold CHRD as of Q4 2025.

Geneos Wealth Management reported no remaining Chord Energy position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 83 Chord Energy shares in Q4 2025, an estimated $8.21K.
Geneos Wealth Management first reported a position in Chord Energy in Q4 2020 and held it in 16 quarters.
Geneos Wealth Management's Chord Energy position peaked at $40K in Q1 2022.
423 funds tracked by Wall St. Rank held Chord Energy as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.