GWM
CWEN.A

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

Geneos Wealth Management’s Portfolio CWEN.A Stock Details CWEN.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-23
Closed -$696 – 2654
2025
Q2 		$696 Sell
23
-23
-50% -$645 ﹤0.01% 3065
2025
Q1 		$1.31K Sell
46
-276
-86% -$7.08K ﹤0.01% 3025
2024
Q4 		$7.87K Hold
322
– – ﹤0.01% 2153
2024
Q3 		$9.17K Hold
322
– – ﹤0.01% 1871
2024
Q2 		$7.3K Hold
322
– – ﹤0.01% 1627
2024
Q1 		$6.93K Sell
322
-63
-16% -$1.38K ﹤0.01% 1638
2023
Q4 		$9.85K Hold
385
– – ﹤0.01% 1550
2023
Q3 		$7.67K Sell
385
-317
-45% -$7.6K ﹤0.01% 1636
2023
Q2 		$19K Hold
702
– – ﹤0.01% 1398
2023
Q1 		$21.1K Buy
702
+63
+10% +$1.92K ﹤0.01% 1330
2022
Q4 		$19.1K Hold
639
– – ﹤0.01% 1345
2022
Q3 		$18K Hold
639
– – ﹤0.01% 1353
2022
Q2 		$20K Hold
639
– – ﹤0.01% 1674
2022
Q1 		$21K Hold
639
– – ﹤0.01% 1776
2021
Q4 		$21K Sell
639
-3
-0.5% -$99 ﹤0.01% 1854
2021
Q3 		$18K Hold
642
– – ﹤0.01% 1963
2021
Q2 		$16K Buy
642
+437
+213% +$11.2K ﹤0.01% 2011
2021
Q1 		$5K Sell
205
-3
-1% -$87 ﹤0.01% 2639
2020
Q4 		$5K Buy
+208
New +$5.81K ﹤0.01% 2460

Other funds holding CWEN.A

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's CWEN.A Position: Q3 2025 in Review

Geneos Wealth Management sold out of Clearway Energy Class A (CWEN.A) in Q3 2025, closing a stake of 23 shares — an estimated $696 sold.

Geneos Wealth Management first reported a position in CWEN.A in Q4 2020 and held it in 19 quarters. The position peaked at $21.1K in Q1 2023. 235 funds tracked by Wall St. Rank hold CWEN.A as of Q3 2025.

  • Geneos Wealth Management reported no remaining Clearway Energy Class A position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 23 Clearway Energy Class A shares in Q3 2025, an estimated $696.
  • Geneos Wealth Management first reported a position in Clearway Energy Class A in Q4 2020 and held it in 19 quarters.
  • Geneos Wealth Management's Clearway Energy Class A position peaked at $21.1K in Q1 2023.
  • 235 funds tracked by Wall St. Rank held Clearway Energy Class A as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.