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Geneos Wealth Management’s Dominion Energy D Stock Holding History

Geneos Wealth Management’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$882K Buy
14,261
+1,050
+8% +$64.9K 0.02% 542
2025
Q4 		$774K Sell
13,211
-192
-1% -$11.6K 0.02% 562
2025
Q3 		$820K Sell
13,403
-3,414
-20% -$203K 0.02% 536
2025
Q2 		$950K Sell
16,817
-10,025
-37% -$549K 0.02% 545
2025
Q1 		$1.78M Buy
26,842
+16,304
+155% +$897K 0.03% 520
2024
Q4 		$568K Sell
10,538
-1,597
-13% -$91.1K 0.02% 554
2024
Q3 		$701K Sell
12,135
-46,789
-79% -$2.56M 0.03% 480
2024
Q2 		$2.89M Sell
58,924
-19,965
-25% -$1.02M 0.13% 188
2024
Q1 		$3.88M Buy
78,889
+4,136
+6% +$193K 0.18% 144
2023
Q4 		$3.51M Sell
74,753
-20,297
-21% -$906K 0.17% 146
2023
Q3 		$4.25M Buy
95,050
+4,405
+5% +$219K 0.22% 122
2023
Q2 		$4.69M Buy
90,645
+15,000
+20% +$815K 0.25% 111
2023
Q1 		$4.23M Sell
75,645
-5,247
-6% -$307K 0.26% 100
2022
Q4 		$4.96M Buy
80,892
+24,747
+44% +$1.55M 0.3% 92
2022
Q3 		$3.88M Sell
56,145
-12,764
-19% -$1.03M 0.27% 92
2022
Q2 		$5.6M Buy
68,909
+4,336
+7% +$358K 0.28% 80
2022
Q1 		$5.49M Sell
64,573
-444
-0.7% -$35.7K 0.24% 97
2021
Q4 		$5.11M Sell
65,017
-11,039
-15% -$831K 0.19% 118
2021
Q3 		$5.5M Buy
76,056
+1,391
+2% +$106K 0.21% 111
2021
Q2 		$5.54M Sell
74,665
-2,250
-3% -$174K 0.22% 103
2021
Q1 		$6.15M Buy
76,915
+601
+0.8% +$43.7K 0.17% 143
2020
Q4 		$5.36M Buy
76,314
+2,102
+3% +$167K 0.22% 110
2020
Q3 		$5.72M Sell
74,212
-15,282
-17% -$1.2M 0.3% 75
2020
Q2 		$7.13M Sell
89,494
-494
-0.5% -$39.6K 0.4% 55
2020
Q1 		$6.58M Buy
89,988
+1,562
+2% +$128K 0.44% 50
2019
Q4 		$7.25M Buy
88,426
+4,559
+5% +$373K 0.39% 56
2019
Q3 		$6.79M Sell
83,867
-296
-0.4% -$22.9K 0.41% 53
2019
Q2 		$6.51M Buy
84,163
+64,588
+330% +$4.92M 0.4% 56
2019
Q1 		$1.5M Buy
19,575
+2,308
+13% +$169K 0.1% 209
2018
Q4 		$1.26M Buy
17,267
+2,626
+18% +$192K 0.09% 214
2018
Q3 		$1.03M Buy
14,641
+267
+2% +$18.9K 0.07% 253
2018
Q2 		$980K Sell
14,374
-636
-4% -$41.4K 0.08% 222
2018
Q1 		$1.01M Buy
15,010
+174
+1% +$12.8K 0.09% 208
2017
Q4 		$1.2M Buy
14,836
+1,561
+12% +$126K 0.11% 183
2017
Q3 		$1.02M Buy
13,275
+776
+6% +$60.3K 0.1% 195
2017
Q2 		$957K Buy
12,499
+740
+6% +$58.2K 0.1% 197
2017
Q1 		$912K Sell
11,759
-183
-2% -$13.8K 0.09% 186
2016
Q4 		$914K Sell
11,942
-1,654
-12% -$122K 0.12% 171
2016
Q3 		$1.01M Buy
13,596
+1,611
+13% +$123K 0.14% 163
2016
Q2 		$933K Buy
11,985
+205
+2% +$14.9K 0.14% 158
2016
Q1 		$888K Buy
+11,780
New +$833K 0.14% 161

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management increased its Dominion Energy (D) stake by 7.9% in Q1 2026, buying an estimated $64.9K and bringing the position to 14,261 shares worth $882K. The position accounts for 0.02% of the portfolio, ranked #542.

Geneos Wealth Management first reported a position in D in Q1 2016 and has held it in 41 quarters since. The position peaked at $7.25M in Q4 2019. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • Geneos Wealth Management held 14,261 shares of Dominion Energy worth $882K as of Q1 2026.
  • Geneos Wealth Management bought 1,050 Dominion Energy shares in Q1 2026, an estimated $64.9K.
  • Dominion Energy made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #542 holding.
  • Geneos Wealth Management first reported a position in Dominion Energy in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Dominion Energy position peaked at $7.25M in Q4 2019.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

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