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Geneos Wealth Management’s Crescent Energy CRGY Stock Holding History

Geneos Wealth Management’s Portfolio CRGY Stock Details CRGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-70
Closed -$787 – 3129
2025
Q1 		$787 Buy
+70
New +$964 ﹤0.01% 2985
2022
Q3 		– Sell
-400
Closed -$5K – 2121
2022
Q2 		$5K Hold
400
– – ﹤0.01% 2167
2022
Q1 		$6K Buy
+400
New +$5.92K ﹤0.01% 2267

Other funds holding CRGY

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Geneos Wealth Management's CRGY Position: Q2 2025 in Review

Geneos Wealth Management sold out of Crescent Energy (CRGY) in Q2 2025, closing a stake of 70 shares — an estimated $787 sold.

Geneos Wealth Management first reported a position in CRGY in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 275 funds tracked by Wall St. Rank hold CRGY as of Q2 2025.

  • Geneos Wealth Management reported no remaining Crescent Energy position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 70 Crescent Energy shares in Q2 2025, an estimated $787.
  • Geneos Wealth Management first reported a position in Crescent Energy in Q1 2022 and held it in 3 quarters.
  • Geneos Wealth Management's Crescent Energy position peaked at $6K in Q1 2022.
  • 275 funds tracked by Wall St. Rank held Crescent Energy as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.