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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
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 Sell
14,602
-14,602
-50% -$26.7K ﹤0.01% 1856
2025
Q1 		$51.4K Buy
29,204
+14,950
+105% +$27.8K ﹤0.01% 1913
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Geneos Wealth Management's CIG Position: Q1 2026 in Review

Geneos Wealth Management sold out of CEMIG Preferred Shares (CIG) in Q1 2026, closing a stake of 15,344 shares — an estimated $30.7K sold.

Geneos Wealth Management first reported a position in CIG in Q4 2018 and held it in 24 quarters. The position peaked at $51.4K in Q1 2025. 205 funds tracked by Wall St. Rank hold CIG as of Q1 2026.

  • Geneos Wealth Management reported no remaining CEMIG Preferred Shares position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 15,344 CEMIG Preferred Shares shares in Q1 2026, an estimated $30.7K.
  • Geneos Wealth Management first reported a position in CEMIG Preferred Shares in Q4 2018 and held it in 24 quarters.
  • Geneos Wealth Management's CEMIG Preferred Shares position peaked at $51.4K in Q1 2025.
  • 205 funds tracked by Wall St. Rank held CEMIG Preferred Shares as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.