Geneos Wealth Management
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Geneos Wealth Management’s CEMIG Preferred Shares CIG Stock Holding History

Geneos Wealth Management’s Portfolio CIG Stock Details CIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$34K Hold
16,180
– – ﹤0.01% 1873
2026
Q2 		$34K Buy
+16,180
New +$37.7K ﹤0.01% 1621
2026
Q1 		– Sell
-15,344
Closed -$30.7K – 2485
2025
Q4 		$30.7K Hold
15,344
– – ﹤0.01% 1574
2025
Q3 		$32.4K Buy
15,344
+742
+5% +$1.46K ﹤0.01% 1541
2025
Q2 		$28.6K Hold
14,602
– – ﹤0.01% 1856
2025
Q1 		$25.7K Buy
14,602
+348
+2% +$647 ﹤0.01% 1822
2024
Q4 		$25.2K Hold
14,254
– – ﹤0.01% 1616
2024
Q3 		$29.4K Buy
14,254
+1,022
+8% +$2.04K ﹤0.01% 1400
2024
Q2 		$23.3K Sell
13,232
-1
-0% -$2 ﹤0.01% 1300
2024
Q1 		$25.1K Buy
13,233
+402
+3% +$720 ﹤0.01% 1287
2023
Q4 		$22.9K Hold
12,831
– – ﹤0.01% 1303
2023
Q3 		$23.9K Buy
12,831
+390
+3% +$753 ﹤0.01% 1314
2023
Q2 		$25.2K Hold
12,441
– – ﹤0.01% 1299
2023
Q1 		$21.4K Buy
12,441
+536
+5% +$855 ﹤0.01% 1324
2022
Q4 		$18.6K Hold
11,905
– – ﹤0.01% 1351
2022
Q3 		$18K Sell
11,905
-212
-2% -$365 ﹤0.01% 1351
2022
Q2 		$18K Hold
12,117
– – ﹤0.01% 1722
2022
Q1 		$23K Buy
12,117
+241
+2% +$365 ﹤0.01% 1734
2021
Q4 		$17K Hold
11,876
– – ﹤0.01% 1959
2021
Q3 		$18K Buy
11,876
+181
+2% +$254 ﹤0.01% 1961
2021
Q2 		$16K Sell
11,695
-1
-0% -$1 ﹤0.01% 2009
2021
Q1 		$15K Hold
11,696
– – ﹤0.01% 2197
2020
Q4 		$14K Buy
+11,696
New +$14.2K ﹤0.01% 2076
2019
Q3 		– Sell
-579
Closed -$1K – 2493
2019
Q2 		$1K Hold
579
– – ﹤0.01% 2381
2019
Q1 		$1K Sell
579
-981
-63% -$1.85K ﹤0.01% 2307
2018
Q4 		$2K Buy
+1,560
New +$2.36K ﹤0.01% 2178

Other funds holding CIG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Promethos Capital
Promethos Capital Boston, Massachusetts $396M AUM 25.27% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Geneos Wealth Management's CIG Position: Q3 2026 in Review

Geneos Wealth Management held its CEMIG Preferred Shares (CIG) position steady in Q3 2026 at 16,180 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Geneos Wealth Management first reported a position in CIG in Q4 2018 and has held it in 26 quarters since. 158 funds tracked by Wall St. Rank hold CIG as of Q3 2026.

  • Geneos Wealth Management held 16,180 shares of CEMIG Preferred Shares worth $34K as of Q3 2026.
  • Geneos Wealth Management left its CEMIG Preferred Shares share count unchanged in Q3 2026.
  • CEMIG Preferred Shares made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1873 holding.
  • Geneos Wealth Management first reported a position in CEMIG Preferred Shares in Q4 2018 and has held it in 26 quarters since.
  • 158 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.