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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
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% -$9.72K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's DTM Position: Q2 2026 in Review

Geneos Wealth Management held its DT Midstream (DTM) position steady in Q2 2026 at 992 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Geneos Wealth Management first reported a position in DTM in Q1 2022 and has held it in 18 quarters since. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Geneos Wealth Management held 992 shares of DT Midstream worth $146K as of Q2 2026.
  • Geneos Wealth Management left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1092 holding.
  • Geneos Wealth Management first reported a position in DT Midstream in Q1 2022 and has held it in 18 quarters since.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.