Geneos Wealth Management’s Clearway Energy Class C CWEN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$48.5K	Buy	1,420 +250	+21%	+$9.69K	﹤0.01%	1472
2026 Q1	$46K	Sell	1,170 -65	-5%	-$2.43K	﹤0.01%	1465
2025 Q4	$41.1K	Buy	1,235 +600	+94%	+$20K	﹤0.01%	1468
2025 Q3	$17.9K	Hold	635	–	–	﹤0.01%	1760
2025 Q2	$20.3K	Buy	635 +135	+27%	+$4.03K	﹤0.01%	2024
2025 Q1	$15.1K	Hold	500	–	–	﹤0.01%	2072
2024 Q4	$13K	Hold	500	–	–	﹤0.01%	1934
2024 Q3	$15.3K	Hold	500	–	–	﹤0.01%	1660
2024 Q2	$12.3K	Hold	500	–	–	﹤0.01%	1494
2024 Q1	$11.5K	Hold	500	–	–	﹤0.01%	1514
2023 Q4	$13.7K	Hold	500	–	–	﹤0.01%	1467
2023 Q3	$10.6K	Hold	500	–	–	﹤0.01%	1553
2023 Q2	$14.3K	Hold	500	–	–	﹤0.01%	1477
2023 Q1	$15.7K	Hold	500	–	–	﹤0.01%	1424
2022 Q4	$15.9K	Sell	500 -200	-29%	-$6.74K	﹤0.01%	1404
2022 Q3	$22K	Hold	700	–	–	﹤0.01%	1284
2022 Q2	$24K	Hold	700	–	–	﹤0.01%	1606
2022 Q1	$25K	Hold	700	–	–	﹤0.01%	1692
2021 Q4	$25K	Hold	700	–	–	﹤0.01%	1761
2021 Q3	$21K	Hold	700	–	–	﹤0.01%	1892
2021 Q2	$18K	Hold	700	–	–	﹤0.01%	1955
2021 Q1	$20K	Hold	700	–	–	﹤0.01%	2079
2020 Q4	$19K	Hold	700	–	–	﹤0.01%	1935
2020 Q3	$17K	Hold	700	–	–	﹤0.01%	1722
2020 Q2	$15K	Hold	700	–	–	﹤0.01%	1741
2020 Q1	$13K	Hold	700	–	–	﹤0.01%	1680
2019 Q4	$14K	Sell	700 -401	-36%	-$7.76K	﹤0.01%	1829
2019 Q3	$20K	Sell	1,101 -283	-20%	-$5.01K	﹤0.01%	1599
2019 Q2	$23K	Hold	1,384	–	–	﹤0.01%	1559
2019 Q1	$20K	Sell	1,384 -440	-24%	-$6.61K	﹤0.01%	1559
2018 Q4	$31K	Hold	1,824	–	–	﹤0.01%	1313
2018 Q3	$35K	Buy	+1,824	New	+$34.8K	﹤0.01%	1333

Other funds holding CWEN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geneos Wealth Management's CWEN Position: Q2 2026 in Review

Geneos Wealth Management increased its Clearway Energy Class C (CWEN) stake by 21% in Q2 2026, buying an estimated $9.69K and bringing the position to 1,420 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Geneos Wealth Management first reported a position in CWEN in Q3 2018 and has held it in 32 quarters since. 481 funds tracked by Wall St. Rank hold CWEN as of Q2 2026.

Geneos Wealth Management held 1,420 shares of Clearway Energy Class C worth $48.5K as of Q2 2026.
Geneos Wealth Management bought 250 Clearway Energy Class C shares in Q2 2026, an estimated $9.69K.
Clearway Energy Class C made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1472 holding.
Geneos Wealth Management first reported a position in Clearway Energy Class C in Q3 2018 and has held it in 32 quarters since.
481 funds tracked by Wall St. Rank held Clearway Energy Class C as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.