Geneos Wealth Management’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.95K | Hold |
117
| – | – | ﹤0.01% | 2048 |
|
|
2026
Q1 | $9.08K | Sell |
117
-32
| -21% | -$2.38K | ﹤0.01% | 2013 |
|
|
2025
Q4 | $10.4K | Sell |
149
-12
| -7% | -$873 | ﹤0.01% | 1954 |
|
|
2025
Q3 | $11.8K | Sell |
161
-2,114
| -93% | -$152K | ﹤0.01% | 1910 |
|
|
2025
Q2 | $158K | Buy |
2,275
+12
| +0.5% | +$855 | ﹤0.01% | 1083 |
|
|
2025
Q1 | $170K | Buy |
2,263
+578
| +34% | +$40.4K | 0.01% | 975 |
|
|
2024
Q4 | $112K | Buy |
1,685
+6
| +0.4% | +$413 | ﹤0.01% | 1029 |
|
|
2024
Q3 | $119K | Buy |
1,679
+1,570
| +1,440% | +$103K | ﹤0.01% | 918 |
|
|
2024
Q2 | $6.49K | Hold |
109
| – | – | ﹤0.01% | 1658 |
|
|
2024
Q1 | $6.58K | Sell |
109
-15
| -12% | -$869 | ﹤0.01% | 1652 |
|
|
2023
Q4 | $7.2K | Sell |
124
-46
| -27% | -$2.57K | ﹤0.01% | 1637 |
|
|
2023
Q3 | $9.03K | Buy |
170
+35
| +26% | +$2.03K | ﹤0.01% | 1603 |
|
|
2023
Q2 | $7.93K | Buy |
135
+9
| +7% | +$543 | ﹤0.01% | 1632 |
|
|
2023
Q1 | $7.73K | Buy |
126
+26
| +26% | +$1.6K | ﹤0.01% | 1615 |
|
|
2022
Q4 | $6.33K | Hold |
100
| – | – | ﹤0.01% | 1654 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 1680 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2122 |
|
|
2022
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 2266 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2337 |
|
|
2021
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 2437 |
|
|
2021
Q2 | $5K | Sell |
100
-396
| -80% | -$24.6K | ﹤0.01% | 2432 |
|
|
2021
Q1 | $31K | Hold |
496
| – | – | ﹤0.01% | 1854 |
|
|
2020
Q4 | $6K | Buy |
496
+396
| +396% | +$24.8K | ﹤0.01% | 2404 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2107 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 2131 |
|
|
2020
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 2016 |
|
|
2019
Q4 | $6K | Sell |
100
-139
| -58% | -$8.66K | ﹤0.01% | 2132 |
|
|
2019
Q3 | $15K | Buy |
+239
| New | +$14.5K | ﹤0.01% | 1725 |
|
|
2018
Q3 | – | Sell |
-272
| Closed | -$12K | – | 2410 |
|
|
2018
Q2 | $12K | Hold |
272
| – | – | ﹤0.01% | 1630 |
|
|
2018
Q1 | $12K | Sell |
272
-287
| -51% | -$12.6K | ﹤0.01% | 1567 |
|
|
2017
Q4 | $26K | Buy |
559
+87
| +18% | +$4.21K | ﹤0.01% | 1281 |
|
|
2017
Q3 | $21K | Hold |
472
| – | – | ﹤0.01% | 1295 |
|
|
2017
Q2 | $21K | Hold |
472
| – | – | ﹤0.01% | 1242 |
|
|
2017
Q1 | $21K | Sell |
472
-47
| -9% | -$2.04K | ﹤0.01% | 1209 |
|
|
2016
Q4 | $21K | Hold |
519
| – | – | ﹤0.01% | 1157 |
|
|
2016
Q3 | $21K | Buy |
519
+47
| +10% | +$2.05K | ﹤0.01% | 1117 |
|
|
2016
Q2 | $21K | Hold |
472
| – | – | ﹤0.01% | 1098 |
|
|
2016
Q1 | $20K | Buy |
+472
| New | +$18.5K | ﹤0.01% | 1084 |
|
Other funds holding CMS
Geneos Wealth Management's CMS Position: Q2 2026 in Review
Geneos Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 117 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.
Geneos Wealth Management first reported a position in CMS in Q1 2016 and has held it in 38 quarters since. The position peaked at $170K in Q1 2025. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.
- Geneos Wealth Management held 117 shares of CMS Energy worth $8.95K as of Q2 2026.
- Geneos Wealth Management left its CMS Energy share count unchanged in Q2 2026.
- CMS Energy made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2048 holding.
- Geneos Wealth Management first reported a position in CMS Energy in Q1 2016 and has held it in 38 quarters since.
- Geneos Wealth Management's CMS Energy position peaked at $170K in Q1 2025.
- 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.