Geneos Wealth Management’s HF Sinclair DINO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $749 | Hold |
12
| – | – | ﹤0.01% | 2438 |
|
|
2025
Q4 | $553 | Hold |
12
| – | – | ﹤0.01% | 2456 |
|
|
2025
Q3 | $628 | Sell |
12
-484
| -98% | -$22.9K | ﹤0.01% | 2445 |
|
|
2025
Q2 | $20.4K | Sell |
496
-844
| -63% | -$29.1K | ﹤0.01% | 2022 |
|
|
2025
Q1 | $44.1K | Buy |
1,340
+1,159
| +640% | +$40.6K | ﹤0.01% | 1989 |
|
|
2024
Q4 | $6.34K | Sell |
181
-111
| -38% | -$4.54K | ﹤0.01% | 2239 |
|
|
2024
Q3 | $13K | Buy |
292
+280
| +2,333% | +$13.4K | ﹤0.01% | 1725 |
|
|
2024
Q2 | $640 | Hold |
12
| – | – | ﹤0.01% | 2029 |
|
|
2024
Q1 | $724 | Hold |
12
| – | – | ﹤0.01% | 2080 |
|
|
2023
Q4 | $667 | Buy |
+12
| New | +$654 | ﹤0.01% | 2062 |
|
|
2022
Q3 | – | Sell |
-316
| Closed | -$14K | – | 2154 |
|
|
2022
Q2 | $14K | Hold |
316
| – | – | ﹤0.01% | 1831 |
|
|
2022
Q1 | $12K | Hold |
316
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q4 | $10K | Hold |
316
| – | – | ﹤0.01% | 2170 |
|
|
2021
Q3 | $10K | Sell |
316
-469
| -60% | -$14.3K | ﹤0.01% | 2214 |
|
|
2021
Q2 | $25K | Hold |
785
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $27K | Hold |
785
| – | – | ﹤0.01% | 1915 |
|
|
2020
Q4 | $28K | Sell |
785
-68
| -8% | -$1.54K | ﹤0.01% | 1726 |
|
|
2020
Q3 | $17K | Buy |
853
+1
| +0.1% | +$25 | ﹤0.01% | 1723 |
|
|
2020
Q2 | $24K | Buy |
852
+1
| +0.1% | +$30 | ﹤0.01% | 1536 |
|
|
2020
Q1 | $20K | Sell |
851
-774
| -48% | -$28.9K | ﹤0.01% | 1509 |
|
|
2019
Q4 | $82K | Buy |
1,625
+18
| +1% | +$954 | ﹤0.01% | 1027 |
|
|
2019
Q3 | $86K | Buy |
1,607
+462
| +40% | +$22.4K | 0.01% | 946 |
|
|
2019
Q2 | $52K | Sell |
1,145
-1,100
| -49% | -$49.1K | ﹤0.01% | 1159 |
|
|
2019
Q1 | $110K | Sell |
2,245
-86
| -4% | -$4.58K | 0.01% | 829 |
|
|
2018
Q4 | $119K | Buy |
2,331
+952
| +69% | +$58.3K | 0.01% | 778 |
|
|
2018
Q3 | $96K | Hold |
1,379
| – | – | 0.01% | 896 |
|
|
2018
Q2 | $94K | Hold |
1,379
| – | – | 0.01% | 810 |
|
|
2018
Q1 | $67K | Sell |
1,379
-13
| -0.9% | -$618 | 0.01% | 889 |
|
|
2017
Q4 | $71K | Hold |
1,392
| – | – | 0.01% | 866 |
|
|
2017
Q3 | $50K | Buy |
1,392
+1
| +0.1% | +$30 | 0.01% | 938 |
|
|
2017
Q2 | $38K | Sell |
1,391
-299
| -18% | -$7.98K | ﹤0.01% | 1035 |
|
|
2017
Q1 | $47K | Hold |
1,690
| – | – | ﹤0.01% | 906 |
|
|
2016
Q4 | $55K | Buy |
1,690
+1
| +0.1% | +$28 | 0.01% | 803 |
|
|
2016
Q3 | $41K | Buy |
1,689
+15
| +0.9% | +$377 | 0.01% | 888 |
|
|
2016
Q2 | $40K | Sell |
1,674
-99
| -6% | -$2.95K | 0.01% | 883 |
|
|
2016
Q1 | $60K | Buy |
+1,773
| New | +$61.1K | 0.01% | 745 |
|
Other funds holding DINO
TH
VPM
VCM
Geneos Wealth Management's DINO Position: Q1 2026 in Review
Geneos Wealth Management held its HF Sinclair (DINO) position steady in Q1 2026 at 12 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #2438.
Geneos Wealth Management first reported a position in DINO in Q1 2016 and has held it in 36 quarters since. The position peaked at $119K in Q4 2018. 644 funds tracked by Wall St. Rank hold DINO as of Q1 2026.
- Geneos Wealth Management held 12 shares of HF Sinclair worth $749 as of Q1 2026.
- Geneos Wealth Management left its HF Sinclair share count unchanged in Q1 2026.
- HF Sinclair made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2438 holding.
- Geneos Wealth Management first reported a position in HF Sinclair in Q1 2016 and has held it in 36 quarters since.
- Geneos Wealth Management's HF Sinclair position peaked at $119K in Q4 2018.
- 644 funds tracked by Wall St. Rank held HF Sinclair as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.