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Geneos Wealth Management’s EOG Resources EOG Stock Holding History

Geneos Wealth Management’s Portfolio EOG Stock Details EOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.4M Sell
51,219
-5,955
-10% -$723K 0.17% 142
2025
Q4 		$6M Buy
57,174
+3,655
+7% +$393K 0.15% 172
2025
Q3 		$6M Sell
53,519
-5,194
-9% -$619K 0.15% 168
2025
Q2 		$7.02M Sell
58,713
-17,850
-23% -$2.04M 0.17% 148
2025
Q1 		$11.5M Buy
76,563
+45,971
+150% +$5.92M 0.17% 151
2024
Q4 		$3.75M Buy
30,592
+1,369
+5% +$175K 0.13% 179
2024
Q3 		$3.59M Buy
29,223
+8,748
+43% +$1.1M 0.14% 181
2024
Q2 		$2.58M Buy
20,475
+852
+4% +$109K 0.11% 208
2024
Q1 		$2.51M Buy
19,623
+569
+3% +$66.4K 0.11% 215
2023
Q4 		$2.3M Sell
19,054
-546
-3% -$68K 0.11% 212
2023
Q3 		$2.48M Sell
19,600
-158
-0.8% -$20.1K 0.13% 183
2023
Q2 		$2.26M Buy
19,758
+1,153
+6% +$132K 0.12% 192
2023
Q1 		$2.13M Sell
18,605
-3,174
-15% -$385K 0.13% 184
2022
Q4 		$2.82M Buy
21,779
+1,009
+5% +$134K 0.17% 140
2022
Q3 		$2.32M Sell
20,770
-2,343
-10% -$263K 0.16% 139
2022
Q2 		$2.58M Buy
23,113
+151
+0.7% +$18.7K 0.13% 179
2022
Q1 		$2.74M Sell
22,962
-5,144
-18% -$573K 0.12% 187
2021
Q4 		$2.5M Sell
28,106
-594
-2% -$53.3K 0.1% 213
2021
Q3 		$2.41M Buy
28,700
+1,794
+7% +$131K 0.09% 216
2021
Q2 		$2.31M Sell
26,906
-100
-0.4% -$7.91K 0.09% 217
2021
Q1 		$1.99M Sell
27,006
-445
-2% -$28.4K 0.06% 288
2020
Q4 		$1.96M Buy
27,451
+15,675
+133% +$681K 0.08% 237
2020
Q3 		$441K Buy
11,776
+2,151
+22% +$96.5K 0.02% 462
2020
Q2 		$469K Buy
9,625
+457
+5% +$22.1K 0.03% 424
2020
Q1 		$330K Buy
9,168
+833
+10% +$54.1K 0.02% 472
2019
Q4 		$692K Buy
8,335
+2,053
+33% +$150K 0.04% 375
2019
Q3 		$471K Buy
6,282
+1,969
+46% +$160K 0.03% 419
2019
Q2 		$401K Sell
4,313
-271
-6% -$25.2K 0.02% 471
2019
Q1 		$436K Buy
4,584
+141
+3% +$13.4K 0.03% 434
2018
Q4 		$388K Buy
4,443
+454
+11% +$48.6K 0.03% 428
2018
Q3 		$508K Buy
3,989
+1,899
+91% +$231K 0.03% 384
2018
Q2 		$260K Sell
2,090
-2,629
-56% -$305K 0.02% 491
2018
Q1 		$496K Sell
4,719
-4,220
-47% -$455K 0.04% 308
2017
Q4 		$964K Sell
8,939
-2,616
-23% -$264K 0.09% 213
2017
Q3 		$1.12M Buy
11,555
+7,555
+189% +$682K 0.11% 178
2017
Q2 		$362K Buy
4,000
+101
+3% +$9.3K 0.04% 354
2017
Q1 		$380K Sell
3,899
-189
-5% -$18.8K 0.04% 334
2016
Q4 		$413K Buy
4,088
+3
+0.1% +$292 0.05% 289
2016
Q3 		$395K Sell
4,085
-59
-1% -$5.18K 0.05% 292
2016
Q2 		$351K Buy
4,144
+152
+4% +$12.2K 0.05% 314
2016
Q1 		$287K Buy
+3,992
New +$276K 0.04% 348

Other funds holding EOG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

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

Geneos Wealth Management reduced its EOG Resources (EOG) stake by 10% in Q1 2026, selling an estimated $723K and leaving 51,219 shares worth $7.4M. The position accounts for 0.17% of the portfolio, ranked #142.

Geneos Wealth Management first reported a position in EOG in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.5M in Q1 2025. 1,605 funds tracked by Wall St. Rank hold EOG as of Q1 2026.

  • Geneos Wealth Management held 51,219 shares of EOG Resources worth $7.4M as of Q1 2026.
  • Geneos Wealth Management sold 5,955 EOG Resources shares in Q1 2026, an estimated $723K.
  • EOG Resources made up 0.17% of Geneos Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Geneos Wealth Management first reported a position in EOG Resources in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's EOG Resources position peaked at $11.5M in Q1 2025.
  • 1,605 funds tracked by Wall St. Rank held EOG Resources as of Q1 2026.

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