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Geneos Wealth Management’s DTE Energy DTE Stock Holding History

Geneos Wealth Management’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
1,995
-14
-0.7% -$1.97K 0.01% 843
2025
Q4 		$259K Sell
2,009
-6
-0.3% -$815 0.01% 847
2025
Q3 		$285K Sell
2,015
-1,123
-36% -$154K 0.01% 798
2025
Q2 		$416K Sell
3,138
-2,056
-40% -$276K 0.01% 765
2025
Q1 		$718K Buy
5,194
+3,087
+147% +$394K 0.01% 772
2024
Q4 		$254K Buy
2,107
+19
+0.9% +$2.34K 0.01% 762
2024
Q3 		$268K Buy
2,088
+1,239
+146% +$149K 0.01% 696
2024
Q2 		$94.2K Buy
849
+253
+42% +$28.3K ﹤0.01% 882
2024
Q1 		$66.8K Sell
596
-12
-2% -$1.29K ﹤0.01% 973
2023
Q4 		$67K Buy
608
+7
+1% +$717 ﹤0.01% 969
2023
Q3 		$59.7K Buy
601
+12
+2% +$1.29K ﹤0.01% 1035
2023
Q2 		$64.8K Buy
589
+3
+0.5% +$334 ﹤0.01% 1002
2023
Q1 		$64.2K Hold
586
– – ﹤0.01% 994
2022
Q4 		$68.9K Hold
586
– – ﹤0.01% 942
2022
Q3 		$67K Sell
586
-359
-38% -$46.4K ﹤0.01% 929
2022
Q2 		$121K Sell
945
-199
-17% -$26K 0.01% 940
2022
Q1 		$151K Buy
1,144
+1
+0.1% +$122 0.01% 920
2021
Q4 		$136K Sell
1,143
-100
-8% -$11.4K 0.01% 1053
2021
Q3 		$138K Sell
1,243
-295
-19% -$34.6K 0.01% 1024
2021
Q2 		$146K Sell
1,538
-4,860
-76% -$568K 0.01% 989
2021
Q1 		$762K Buy
6,398
+1
+0% +$105 0.02% 512
2020
Q4 		$174K Buy
6,397
+4,741
+286% +$500K 0.01% 886
2020
Q3 		$161K Hold
1,656
– – 0.01% 762
2020
Q2 		$146K Hold
1,656
– – 0.01% 765
2020
Q1 		$137K Buy
1,656
+71
+4% +$7.21K 0.01% 738
2019
Q4 		$173K Sell
1,585
-217
-12% -$23.4K 0.01% 744
2019
Q3 		$203K Sell
1,802
-63
-3% -$6.96K 0.01% 659
2019
Q2 		$203K Sell
1,865
-29
-2% -$3.11K 0.01% 660
2019
Q1 		$201K Buy
1,894
+30
+2% +$3.03K 0.01% 635
2018
Q4 		$174K Hold
1,864
– – 0.01% 645
2018
Q3 		$173K Sell
1,864
-539
-22% -$50.2K 0.01% 690
2018
Q2 		$211K Buy
2,403
+296
+14% +$25.6K 0.02% 558
2018
Q1 		$187K Buy
2,107
+3
+0.1% +$263 0.02% 557
2017
Q4 		$196K Buy
2,104
+22
+1% +$2.09K 0.02% 544
2017
Q3 		$190K Buy
2,082
+1
+0% +$93 0.02% 521
2017
Q2 		$187K Sell
2,081
-410
-16% -$37.1K 0.02% 513
2017
Q1 		$216K Buy
2,491
+60
+2% +$5.08K 0.02% 461
2016
Q4 		$203K Sell
2,431
-250
-9% -$20.1K 0.03% 455
2016
Q3 		$213K Sell
2,681
-235
-8% -$19.1K 0.03% 434
2016
Q2 		$246K Buy
2,916
+78
+3% +$6.03K 0.04% 395
2016
Q1 		$219K Buy
+2,838
New +$205K 0.03% 414

Other funds holding DTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Geneos Wealth Management reduced its DTE Energy (DTE) stake by 0.7% in Q1 2026, selling an estimated $1.97K and leaving 1,995 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #843.

Geneos Wealth Management first reported a position in DTE in Q1 2016 and has held it in 41 quarters since. The position peaked at $762K in Q1 2021. 981 funds tracked by Wall St. Rank hold DTE as of Q1 2026.

  • Geneos Wealth Management held 1,995 shares of DTE Energy worth $292K as of Q1 2026.
  • Geneos Wealth Management sold 14 DTE Energy shares in Q1 2026, an estimated $1.97K.
  • DTE Energy made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #843 holding.
  • Geneos Wealth Management first reported a position in DTE Energy in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's DTE Energy position peaked at $762K in Q1 2021.
  • 981 funds tracked by Wall St. Rank held DTE Energy as of Q1 2026.

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