Geneos Wealth Management
DTM icon

Geneos Wealth Management’s DT Midstream DTM Stock Holding History

Geneos Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$132K Buy
1,108
+116
+12% +$15.6K ﹤0.01% 1250
2026
Q2 		$146K Hold
992
– – ﹤0.01% 1092
2026
Q1 		$134K Sell
992
-17
-2% -$2.22K ﹤0.01% 1086
2025
Q4 		$121K Buy
1,009
+17
+2% +$1.95K ﹤0.01% 1088
2025
Q3 		$112K Sell
992
-93
-9% -$9.7K ﹤0.01% 1084
2025
Q2 		$119K Buy
1,085
+649
+149% +$65.7K ﹤0.01% 1181
2025
Q1 		$42.1K Buy
436
+123
+39% +$12.3K ﹤0.01% 1577
2024
Q4 		$31.1K Buy
313
+2
+0.6% +$190 ﹤0.01% 1528
2024
Q3 		$24.5K Buy
311
+14
+5% +$1.04K ﹤0.01% 1490
2024
Q2 		$21.1K Sell
297
-10
-3% -$656 ﹤0.01% 1332
2024
Q1 		$18.8K Buy
307
+15
+5% +$835 ﹤0.01% 1377
2023
Q4 		$16K Hold
292
– – ﹤0.01% 1432
2023
Q3 		$15.5K Hold
292
– – ﹤0.01% 1452
2023
Q2 		$14.5K Hold
292
– – ﹤0.01% 1474
2023
Q1 		$14.4K Hold
292
– – ﹤0.01% 1441
2022
Q4 		$16.1K Hold
292
– – ﹤0.01% 1399
2022
Q3 		$15K Sell
292
-212
-42% -$11.4K ﹤0.01% 1410
2022
Q2 		$25K Sell
504
-65
-11% -$3.55K ﹤0.01% 1583
2022
Q1 		$30K Buy
+569
New +$29.6K ﹤0.01% 1603

Other funds holding DTM

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geneos Wealth Management's DTM Position: Q3 2026 in Review

Geneos Wealth Management increased its DT Midstream (DTM) stake by 12% in Q3 2026, buying an estimated $15.6K and bringing the position to 1,108 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

Geneos Wealth Management first reported a position in DTM in Q1 2022 and has held it in 19 quarters since. The position peaked at $146K in Q2 2026. 504 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Geneos Wealth Management held 1,108 shares of DT Midstream worth $132K as of Q3 2026.
  • Geneos Wealth Management bought 116 DT Midstream shares in Q3 2026, an estimated $15.6K.
  • DT Midstream made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1250 holding.
  • Geneos Wealth Management first reported a position in DT Midstream in Q1 2022 and has held it in 19 quarters since.
  • Geneos Wealth Management's DT Midstream position peaked at $146K in Q2 2026.
  • 504 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.