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Geneos Wealth Management’s Alerian Energy Infrastructure ETF ENFR Stock Holding History

Geneos Wealth Management’s Portfolio ENFR Stock Details ENFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6K Sell
618
-200
-24% -$7.05K ﹤0.01% 1710
2025
Q4 		$25.7K Hold
818
– – ﹤0.01% 1641
2025
Q3 		$26.5K Hold
818
– – ﹤0.01% 1615
2025
Q2 		$26.4K Sell
818
-958
-54% -$30K ﹤0.01% 1900
2025
Q1 		$58.2K Buy
1,776
+1,436
+422% +$46.4K ﹤0.01% 1838
2024
Q4 		$10.6K Hold
340
– – ﹤0.01% 2031
2024
Q3 		$9.61K Hold
340
– – ﹤0.01% 1855
2024
Q2 		$9.03K Hold
340
– – ﹤0.01% 1571
2024
Q1 		$8.65K Buy
+340
New +$8.04K ﹤0.01% 1577

Other funds holding ENFR

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GHI
Gross & Hartman Investments Leola, Pennsylvania $192M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return