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Geneos Wealth Management’s ENI E Stock Holding History

Geneos Wealth Management’s Portfolio E Stock Details E Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-597
Closed -$19.4K – 2683
2025
Q2 		$19.4K Sell
597
-1,299
-69% -$38.5K ﹤0.01% 2042
2025
Q1 		$58.6K Buy
1,896
+1,320
+229% +$38.5K ﹤0.01% 1832
2024
Q4 		$15.8K Hold
576
– – ﹤0.01% 1841
2024
Q3 		$17.5K Buy
+576
New +$18K ﹤0.01% 1607
2022
Q2 		– Sell
-82
Closed -$2K – 2639
2022
Q1 		$2K Buy
82
+8
+11% +$238 ﹤0.01% 2536
2021
Q4 		$2K Sell
74
-37
-33% -$1.03K ﹤0.01% 2572
2021
Q3 		$2K Hold
111
– – ﹤0.01% 2640
2021
Q2 		$2K Hold
111
– – ﹤0.01% 2648
2021
Q1 		$2K Hold
111
– – ﹤0.01% 2873
2020
Q4 		$2K Sell
111
-50
-31% -$905 ﹤0.01% 2685
2020
Q3 		$2K Hold
161
– – ﹤0.01% 2401
2020
Q2 		$3K Hold
161
– – ﹤0.01% 2270
2020
Q1 		$2K Sell
161
-700
-81% -$17.8K ﹤0.01% 2246
2019
Q4 		$26K Hold
861
– – ﹤0.01% 1570
2019
Q3 		$26K Hold
861
– – ﹤0.01% 1484
2019
Q2 		$28K Hold
861
– – ﹤0.01% 1463
2019
Q1 		$30K Buy
861
+700
+435% +$23.8K ﹤0.01% 1381
2018
Q4 		$5K Hold
161
– – ﹤0.01% 1977
2018
Q3 		$6K Hold
161
– – ﹤0.01% 2004
2018
Q2 		$5K Hold
161
– – ﹤0.01% 1904
2018
Q1 		$5K Hold
161
– – ﹤0.01% 1843
2017
Q4 		$5K Sell
161
-101
-39% -$3.33K ﹤0.01% 1806
2017
Q3 		$8K Hold
262
– – ﹤0.01% 1633
2017
Q2 		$7K Hold
262
– – ﹤0.01% 1632
2017
Q1 		$8K Buy
262
+212
+424% +$6.72K ﹤0.01% 1550
2016
Q4 		$1K Hold
50
– – ﹤0.01% 1942
2016
Q3 		$1K Hold
50
– – ﹤0.01% 1865
2016
Q2 		$1K Hold
50
– – ﹤0.01% 1730
2016
Q1 		$1K Buy
+50
New +$1.42K ﹤0.01% 1712

Other funds holding E

Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geneos Wealth Management's E Position: Q3 2025 in Review

Geneos Wealth Management sold out of ENI (E) in Q3 2025, closing a stake of 597 shares — an estimated $19.4K sold.

Geneos Wealth Management first reported a position in E in Q1 2016 and held it in 29 quarters. The position peaked at $58.6K in Q1 2025. 244 funds tracked by Wall St. Rank hold E as of Q3 2025.

  • Geneos Wealth Management reported no remaining ENI position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 597 ENI shares in Q3 2025, an estimated $19.4K.
  • Geneos Wealth Management first reported a position in ENI in Q1 2016 and held it in 29 quarters.
  • Geneos Wealth Management's ENI position peaked at $58.6K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held ENI as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.